Configuring a Process

After creating a project, an empty process is created. You can add activities to the empty process to complete a task. For example, add a document item from the Microsoft SharePoint Shared Documents library.

Prerequisites

Ensure that you have created an empty process when creating a project. See Creating a Project for more details.

Procedure

  1. In the Project Explorer view, click the created project and open the empty process from the Processes folder.
  2. Select an activity from the Palette view and drop it in the Process editor. For example, select and drop the Timer activity from the General Activities palette and the SharePoint Add ListItem activity from the SharePoint palette.

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  3. Drag the icon to create a transition between the added activities.
  4. Configure the added SharePoint activities, as described in SharePoint Palette and/or SharePoint REST Palette.
    Note: A SharePoint connection is required when configuring the SharePoint activities. See Creating a Connection for more details about how to create a SharePoint connection.
  5. Click File > Save to save the project.