Moving a SharePoint List Item

To move a SharePoint list item from one folder or list to another, do the following.

Prerequisites

Navigation

  1. In AgilePoint Envision, open a process template.
  2. Navigate to the SharePoint stencil.
  3. On the SharePoint stencil, drag the Move List Item 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 MoveListItemsConfiguration field, click the Ellipses button.

Instructions

  1. On the Configuration for Move ListItems window, complete the following required fields:
    Field Name Definition

    Source Site URL

    Definition:
    Specifies the URL for your SharePoint site. The source site contains the SharePoint list and list items you want — for example, the list items you want to copy or move to the destination list.
    Allowed Values:
    A valid SharePoint site URL.
    Default Value:
    None
    Custom Attributes:
    Yes
    Example:
    http://APDesktop:8000

    Source List Name

    Definition:
    Specifies the name of the SharePoint list. The source list contains the list items you want to copy or move to the destination list.
    Allowed Values:
    The name of your SharePoint list.
    Default Value:
    None
    Custom Attributes:
    Yes

    Target Site URL

    Definition:
    Specifies the URL for your SharePoint site. The target site contains the SharePoint list where you want to copy or move list items from the source list.
    Allowed Values:
    A valid SharePoint site URL.
    Default Value:
    None
    Custom Attributes:
    Yes

    Target List Name

    Definition:
    Specifies the name of the destination SharePoint list where you want to copy or move the list items.
    Allowed Values:
    The name of your SharePoint list.
    Default Value:
    None
    Custom Attributes:
    Yes

    DocumentUrl

    Definition:
    The URL of your document or file — for example, the file you want to add, delete, or check out.
    Allowed Values:
    A valid URL.
    Default Value:
    $DocUrl
    Custom Attributes:
    Yes

    TargetFolder

    Definition:
    Specifies the name of the SharePoint folder where you want to move the files from the source location.
    Allowed Values:
    The name of your SharePoint folder

    If the folder does not exist, the AgilePoint system automatically creates the folder.

    Default Value:
    None
    Custom Attributes:
    No
    Example:
    FolderName/SubFolderName
  2. Complete any additional configuration for this AgileShape according to your requirements: