Modifying Fields in a SharePoint Library or List

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 Update Meta Data 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 MetadataNameAndValues field, click the Ellipses button.

Instructions

1. On the Name and Value window, select the URL for your SharePoint library:

   Field Name

   Definition

   Library URL

   Definition: Specifies the URL for the SharePoint library that contains the metadata attributes you want to update. Enter a valid SharePoint URL, and then expand the Library URL list to select the list or library URL you want. This action populates the fields with the correct values for the specified SharePoint library. Allowed Values: A valid SharePoint library URL. You must enter an actual URL if you want to retrieve the metadata associated with the library URL at design-time to update the values. You can also use a custom attribute to specify the URL at runtime. Default Value: ${DocUrl} Custom Attributes: Yes

2. Complete the following fields as required for your update:

   Field Name	Definition
   Folder Name	Definition: Specifies the name of a SharePoint folder. The folder contains the metadata attributes you want to update. Allowed Values: The name of your SharePoint folder. Default Value: None Custom Attributes: No
   Field Name	Definition: Specifies the name of the SharePoint column you want to restrict the metadata update. Allowed Values: The name of your SharePoint list column. Default Value: "ID", the list column that specifies the unique list item ID. Custom Attributes: No
   Field Value	Definition: Specifies the SharePoint column's value. This indicates that you can restrict the metadata update by the value specified. Allowed Values: The list column's value. Note the following: If you want to clear a value, specify NULL. And, if you leave the Field Value property empty, the AgileShape updates all records in the SharePoint library. Default Value: ${ListItemID} Custom Attributes: Yes

3. If you want to add a column from the existing SharePoint columns, do the following:
   1. Click Add.
   2. Select the column you want.
   3. Click OK.
4. If you want to remove a column from the list of SharePoint columns, do the following:
   1. Select the column you want.
   2. Click Remove.
5. On the Name and Value window, complete the following fields to modify your columns:

   Field Name	Definition
   Field DisplayName	Definition: Specifies the SharePoint column names for the specified list or library. Allowed Values: Read only. The values are populated when you click Add, and then select a list item on the Select SharePoint Library Column Window.
   Field InternalName	Definition: Specifies the internal names of the SharePoint columns for the specified list or library. Allowed Values: Read only. The values are populated when you click Add, and then select a list item on the Select SharePoint Library Column Window.
   Value	Definition: Specifies the value to be updated for the SharePoint column. Allowed Values: A valid column value. An XPath to a schema element. To add XML metadata associated with the process model, click the button in the Value field. Default Value: None. However, when you add a SharePoint column in the list by using the Add button, the Value field is populated with the column's data type. Set the actual value. Custom Attributes: Yes

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