Determines how to retrieve list item field values to update
custom attributes, schema metadata, or SharePoint metadata.
After the Source Site is configured,
the configuration window will look similar to below.
The MetaData Name column is used to specify a custom
attribute, schema metadata, or SharePoint metadata where
the value from the list field that is retrieved will be updated to.
Note: In order to update the XML metadata with the
retrieved field values, the AgilePoint Envision process template type must be
either Microsoft InfoPath or Generic.
The MetaData Name can be configured as follows:
- Use the Add button to select a SharePoint
metadata item.
- Input a custom attribute name (e.g. Company1).
- Click the button at the right side of the field to
select a schema metadata.
Navigation
- In AgilePoint Envision, open a process template.
- Navigate to the SharePoint stencil.
- On the SharePoint stencil, drag the
Retrieve List Item AgileShape, and drop it on the process template.
- To view the entire list of properties, in the Design Tasks pane, click Show Properties.
- On the ItemValues field, click the Ellipses button.
Field Definitions
| Field Name |
Definition |
List URL
|
- Definition:
- Specifies the SharePoint list URL you want.
- Allowed Values:
- A valid SharePoint list URL.
Note: If you use a library URL, such as a document library URL or form
library URL, instead of a list URL, an error occurs during execution.
- Default Value:
- ${DocUrl}
- Custom Attributes:
- Yes
- Example:
-
|
ListItem Field Name
|
- Definition:
- Specifies the name of a SharePoint list column.
- Allowed Values:
- Read only.
"ID", the list column that specifies the unique list item ID.
|
ListItem Field Value
|
- Definition:
- Specifies the SharePoint list column's value.
This value can be used as a filter to limit the scope
of the action.
- Allowed Values:
The list column's value.
- Default Value:
- ${ListItemID}
- Custom Attributes:
- Yes
- Example:
- $\{ListItemID\} or $\{SubListItemID\}
- A list item ID such as 9
|
Add
|
- Opens the Following Window:
- Select SharePoint Library Column Window
- Purpose of this Window:
- Specifies a SharePoint library column.
|
MetaData Name
|
- Definition:
- The name of the process variable you want to store the retrieved list item field values.
The retrieved metadata values can be updated to a custom attribute, an XML schema element, or SharePoint metadata.
- Allowed Values:
- A custom attribute
- An XPath to a schema element
To add XML metadata associated with the process model, click the button in the MetaData Name field.
Note: In order to update the XML metadata with the
retrieved field values, the AgilePoint Envision process template type must be
either Microsoft InfoPath or Generic.
- A SharePoint metadata
- Default Value:
- None
However, when you add a field using the Add button, the MetaData Name is populated with the internal name of the SharePoint column.
For example, Author1, where Author is the internal name of the SharePonit column named Author.
- Custom Attributes:
- Yes
|
Field DisplayName
|
- Definition:
- Specifies the SharePoint column names for the specified list or library.
- Allowed Values:
- Read only.
The values are populated when you click Add, and then select a list item on the
Select SharePoint Library Column Window.
|
Field InternalName
|
- Definition:
- Specifies the internal names of the SharePoint columns for the specified list or library.
- Allowed Values:
- Read only.
The values are populated when you click Add, and then select a list item on the
Select SharePoint Library Column Window.
|
Remove
|
- Function:
- Deletes the selected row from the list.
|
Common Configuration Tasks
