Update Meta Data

This AgileShape can be used to update metadata in SharePoint.

To define the metadata you want to update:

1. In the MetaDataNameAndValue field, click the Ellipses.
2. On the Name and Value dialog box in the Library URL field, enter a SharePoint URL that contains the metadata attributes you want to change.
   Note: For process templates and AgileShapes that uses data from SharePoint, the first time you access SharePoint during your AgilePoint Envision user session, you must log on to SharePoint.
3. In the Library URL field, expand the drop-down list, and select the URL you want. This populates the data for the rest of the fields in the dialog box.
4. Click Add.
5. On the Select SharePoint Library Column dialog box, select the field you want to update, and click OK. (Note that you can select only one field at a time. Repeat this step for each field you want to update.)
6. Update the following fields as desired. (See the descriptions in this topic.)
   • Folder Name
   • Field Name
   • Field Value
   • Library URL