Submitting a File to a SharePoint Record Center

Prerequisites

• A process model that uses a SharePoint compatible process template.

Navigation

1. In AgilePoint Envision, open a process template.
2. Navigate to the SharePoint stencil.
3. On the SharePoint stencil, drag the Submit File to Record Center 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 Record Center Configuration field, click the Ellipses button.

Instructions

1. On the Submit File To Record Center Configuration window, enter the URL for your SharePoint record center.
2. Click Connect.
3. Complete the following fields as required for your file submission:

   Field Name	Definition
   Routing Name	Definition: Specifies the routing name to be used to submit the file to the SharePoint Record Center. A routing name is a record routing rule that is set up on the SharePoint Record Center to facilitate records management. Each routing rule maps the records to the destination location on the Record Center site based on content type. Allowed Values: A routing name. Default Value: None Custom Attributes: Yes
   Document URL	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: None Custom Attributes: Yes
   User Name	Definition: The user name you want to associate with the action. If the current user does not have access to the Record Center site, then the Login window opens. This user impersonation feature switches users at runtime to access the Record Center. Note: The user must be a member of the Records Center Web Service Submitters group in SharePoint. Allowed Values: A user name, including the domain name, in the following format: [domain]\[user name] Default Value: None Custom Attributes: Yes Example: MyDomain\Administrator

4. Complete any additional configuration for this AgileShape according to your requirements:
   • AgilePart - Common Setup