› Workflow › Business processes › Design a basic process › Add an activity › Activity types › Microsoft activities › SharePoint uploader activity › Configure a SharePoint uploader activity

Configure a SharePoint uploader activity

Use the following procedure to configure a SharePoint uploader activity.

  1. Add an activity to the map.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Change the default Name of the activity to something meaningful.
  3. On the Type list, select Microsoft > SharePoint uploader.
  4. Configure the following properties.
    Location
    SharePoint site

    The SharePoint site to retrieve the location of the SharePoint server and the TotalAgility Web Service URL.

    New document properties
    Source document

    The location of the source document to add to the SharePoint site. The location can be a dynamic variable (process or server) or a static value.

    If the source document is a document variable, specify the following:

    1. Select Specify file type. (Default: Clear)

      The supported file types appear on the Source file type list.

    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.

    Target document URL

    The SharePoint location URL to upload the document. The URL can be a dynamic variable (process or server) or 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".

    Content type

    The document content type. The content type can be a dynamic variable (process or server) or a static value.

    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.

    Declare as record

    You can declare a document as a record to protect the documents from being edited or deleted. By default, a document is not declared as the record for both on-premise and online configurations.

    If selected, automatically uploads the document to the Record Center in the SharePoint site for on-premise configuration. Once you declare a document as a record, TotalAgility adds the document to the SharePoint Record Center.

    For online configuration, if you select "Declare as record", you can choose to use Record Center or retention labels to declare a document as a record.

    Once you select "Declare as record", the "Retention label" property becomes available for selecting the retention label. If you do not select the retention label, the document is declared as a record and automatically uploaded to the Record Center on the SharePoint site.

    Retention label

    Select the retention label. The retention labels configured in the SharePoint site appear on the Retention label list.

    The Retention label property is only available when you configure the SharePoint Online integration in TotalAgility.
    Result
    Document ID

    A process or server variable that automatically retrieves the document ID from SharePoint when the activity is completed.

    The Document ID 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.
  5. Click Save.

    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 at runtime. Error details appear in the event Log.