To create a new document set, 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
Create 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 CreateDocSetConfiguration field,
click the Ellipses button.
Instructions
- On the Create Document Set Configuration window, complete the following fields as required:
| Field Name |
Definition |
Site URL
|
- Definition:
- Specifies the URL for your SharePoint site.
- Allowed Values:
- A valid SharePoint site URL.
- Default Value:
- None
- Custom Attributes:
- Yes
- Example:
- http://mysharepoint:8000/sites/${mysite}
|
Document Library Name
|
- Definition:
- Specifies the name of the SharePoint document library.
- Allowed Values:
- A valid SharePoint document library name.
- Default Value:
- None
- Custom Attributes:
- Yes
|
Document Set Name
|
- Definition:
- Specifies the name for the document set.
- Allowed Values:
- A single line of text.
- Default Value:
- None
- Custom Attributes:
- Yes
|
- Complete any additional configuration for this AgileShape according to your
requirements:
