Downloading Documents from a Document Set

To download documents from a document set to the local file system of the AgilePoint Server machine, do the following.

Navigation

  1. In AgilePoint Envision, open a process template.
  2. Navigate to the SharePoint stencil.
  3. On the SharePoint stencil, drag the Download Documents from Document Set AgileShape, and drop it on the process template.
  4. To view the entire list of properties, in the Design Tasks pane, click Show Properties.
  5. On the DownloadDocSetConfiguration field, click the Ellipses button.

Instructions

  1. On the Download 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

    Definition:
    Specifies the name of the document set.
    Allowed Values:
    The name of your document set.
    Default Value:
    None
    Custom Attributes:
    Yes

    LocalPath

    Definition:
    Specifies the location of the file system folder on the local computer where the AgileShape performs the certain action such as uploading or downloading files.

    This property defines the source location for the files to be uploaded and the destination location for the files to be downloaded.

    Allowed Values:
    A file path relative to the AgilePoint Server application's root directory.
    Default Value:
    None
    Custom Attributes:
    No
    Example:
    • If AgilePoint Server is installed at:

      c:\Inetpub\wwwroot\AgilePointServer\

      And, the file once downloaded is to be located at:

      c:\Inetpub\wwwroot\AgilePointServer\files\MyFile.txt

      Then, the LocalPath property must be set to the following value:

      files

    • If AgilePoint Server is installed at:

      c:\Inetpub\wwwroot\AgilePointServer\

      And, the file once downloaded is to be located at:

      c:\Inetpub\wwwroot\AgilePointServer\files\temp\MyFile.txt

      Then, the LocalPath property must be set to the following value:

      files\temp

  2. Complete any additional configuration for this AgileShape according to your requirements: