Welcome > Process Designer module > Activity types > Microsoft activities > SharePoint Uploader activity > Configure a SharePoint Uploader activity

Configure a SharePoint Uploader activity

  1. Add a SharePoint Uploader activity to the map. See Add an activity.
  2. On the Extended Properties page of the SharePoint Uploader activity, click the Configuration tab.
  3. Consume the SharePoint Site to retrieve the location of the SharePoint server and the TotalAgility Web Service URL.
  4. To specify the location of the source document to add to the SharePoint site, use either of the following methods:

    • To enter a static value, click Static Static and enter a value in the Source Document box.

    • To enter a dynamic value, consume a document variable in the Source Document box and do the following:

      1. Click Yes to Specify File Type. (Default: No)

      2. On the Source File Type list, select a file type to save the document in that format in the SharePoint site, such as BMP, CSV and TIFF. See the supported mime types.

  5. In the Target Document URL box, enter the SharePoint location URL to upload the document or provide a static value.

    The Target Document URL specified should be in the following format: <relativepath>/<documentname to be uploaded>

    The <relativepath> includes the document library along with any folders within. For example, if the file resides in a document library with URL as http://SharepointSitelocation/Shared Documents/filename.ext, the target document URL will be "Shared Documents/filename.ext".

  6. Specify the document Content Type using a dynamic value or a static value.
    Note The content type you specify must match a content type that is already defined for the Document Library in SharePoint. Otherwise, TotalAgility ignores the specified content type and uses the default content type defined for the library.
  7. To automatically add the uploaded document to the SharePoint Record Center, click Yes for Declare as Record.

    Once you declare that a document is a record, TotalAgility adds the document to the SharePoint record center.

    Note The Declare as Record option is only available for a local SharePoint site.

  8. To automatically retrieve the return value identifier of this item from SharePoint when the activity is completed, consume the variable in the Return Value Unique Identifier box.
    Note The Return Value Unique Identifier is the unique SharePoint ID of the uploaded document. The ID is automatically updated with the variable value when the SharePoint Uploader activity is completed.
  9. Click Save.
    Note If TotalAgility finds insufficient privileges, incorrect parameter values, or a mismatch between the selected location and the TotalAgility Web service, the item is not uploaded and the job is suspended. Error details appear in the event Log.