To copy a document set from one SharePoint location to another, do the following.
Prerequisites
- A process model that uses a SharePoint compatible
process template.
Navigation
- In AgilePoint Envision, open a process template.
- Navigate to the SharePoint stencil.
- On the SharePoint stencil, drag the
Copy Document Set 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 CopyDocSetConfiguration field,
click the Ellipses button.
Instructions
- On the Copy Document Set Configuration window, complete the following fields as required:
| Field Name |
Definition |
Source Site URL
|
- Definition:
- Specifies the URL for your SharePoint site.
The source site contains the SharePoint document library and document set you want — for example,
the document set you want to copy or move to the destination document library.
- Allowed Values:
- A valid SharePoint site URL.
- Default Value:
- None
- Custom Attributes:
- Yes
- Example:
- http://APDesktop:8000
|
Source Document Library Name
|
- Definition:
- Specifies the name of the SharePoint document library. The source document library contains
the document set you want to copy or move to the destination document library.
- Allowed Values:
- The name of your SharePoint library.
- Default Value:
- None
- Custom Attributes:
- Yes
|
Document Set
|
- Definition:
- Specifies the name of the document set.
- Allowed Values:
- The name of your document set.
- Default Value:
- None
- Custom Attributes:
- Yes
|
Destination Site URL
|
- Definition:
- Specifies the URL for your SharePoint site. The destination site contains the document library
where you want to copy or move the document set from the source document library.
- Allowed Values:
- A valid SharePoint site URL.
- Default Value:
- None
- Custom Attributes:
- Yes
|
Destination Document Library Name
|
- Definition:
- Specifies the name of the destination SharePoint document library
where you want to copy or move the document set.
- Allowed Values:
- The name of your SharePoint document library.
- Default Value:
- None
- Custom Attributes:
- Yes
|
- Complete any additional configuration for this AgileShape according to your
requirements:
