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SharePoint

Start a Process following a SharePoint Site or List Event

To start a process following a SharePoint site or list event, complete the following steps:
  1. Check out and open the process you want to edit.

  2. In the Toolbox pane, click Process Initiation. A list of initiators is displayed.

  3. Double-click or drag the Receive SharePoint Event activity into the process.

  4. Right-click the Receive SharePoint Event. A shortcut menu is displayed.

  5. Select View Properties. The Receive SharePoint Event window is displayed.

  6. Click the SharePoint Initiator tab. The corresponding screen is displayed.

  7. In the right pane, click the Add button. The Create SharePoint Initiator window is displayed.

  8. In the Select a SharePoint Resource field, click the drop-down arrow. A drop-down list is displayed.

  9. Select the SharePoint system resource that points to the site containing the site or list you want to monitor.

  10. In the Select SharePoint Item to Monitor field, select the SharePoint item you want to monitor. The items include sites and lists, which includes document and form libraries.

  11. Click Next. The SharePoint Site Events tab is displayed.

  12. Select the events you want to monitor for the selected SharePoint item.

  13. Click Next. The Map Data Items tab is displayed.

  14. In the Column/Token Name field, click the Editor icon and select the appropriated column/token name. The relevant data type is displayed in the Data type field.

  15. In the Data Item to store value field, click the Data Item editor icon and select the relevant solution or process data item.
     
    Note:
    Calculation data items are read-only. You cannot edit this type of data item.

     
    Note:
     You can add a mapping by clicking the plus sign (+). Use the minus sign (-) to remove a mapping.
     
    As a best practice, you should at least map the List Item ID and List Title or ID to data items, so you can reference the item later in your process using those specific item identifiers.


  16. Click OK. You configured the SharePoint Initiator.

  17. Click OK. You configured the activity to start a process following a SharePoint site or list event.

    Note:
    The event will not be registered with the SharePoint site or list until you publish your solution. You can check the BsSharePointService Event Log on your SharePoint server to confirm the events are registered successfully after publishing your solution.
     
Related Topics
Data Items
Creating a New SharePoint System Resource
Remove a SharePoint Site or List Event Monitor

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Process Initiation Activities > Receive SharePoint Event
Last modified at 7/31/2020 12:01 PM