Document tab

Use this combo box to define whether the component must route documents to the SharePoint Cloud server.

To activate document routing, select Yes from the drop-down list in the combo box. To deactivate document routing select No.

Document routing can be activated according to a condition. See more information about conditions in Conditional fields under Appendices.

Specify the name of the document library with which you want to work. If the specified library does not exist on the server, the configuration can be saved; however, at run time an error will occur and the document will be rejected. You can enter the document library name manually or click the browse button (...) to open the Select Document Library dialog box that allows selecting one of the existing document libraries on the server.

It is mandatory to fill out this text box.

Specify the folder where to store the routed files. You can enter the folder path manually or click the browse button (...) to open the Select Folder Path dialog box in which you can select one of the existing folders from the displayed folder tree. You can create a folder dynamically by entering a new name for the folder. You can also create a subfolder of the existing folder by entering the subfolder name after the folder name followed by the slash character "/"; for example, Folder1/New folder.

Specify a content type of the routed document. A content type describes the set of properties of the document and its behavior. The content types are defined on the SharePoint Cloud server at the site level and can be applied to document libraries or lists configured to manage them. Click the browse button (...) to open the Select Content Type dialog box and select a content type.

Select this check box to rename routed documents. In order to do this, enter the schema for the output file name in the field next to this check box. You can use RRTs to dynamically set the value of the schema.

If this check box is not selected, the routed file keeps its original name.

If this check box is selected and rename schema is not specified, then the default schema is used at run time: ~SPF::FileName~_~SPF::Counter~~SPF::FileExt~. For example, if the input file name is "File.tif", the renamed file name is "File_1.tif".

Select this check box to replace unsupported characters in the file names with an underscore "_". The following characters are replaced: ~ # % & * { } \ : < > ? / + | ”

Select this check box to check in the file on the server. That means that the file is available to other users for editing and checking out if they have appropriate permissions.

If you select this check box, the routed document overwrites the existing document with the same name in the specified path. Depending on the SharePoint document library settings, the new version of the document is created, or the routed document simply replaces the existing document. If this check box is not selected and a document with the same name in the destination path is found, an error occurs and the component rejects the routed document.

Click this button to set the permissions, that is, access rights which users or groups have for the routed document. The Define Permissions dialog box opens.

This group allows assigning properties or fields to the routed document.

If this option is selected, the component ignores fields that are specified in the configuration and absent on the SharePoint Cloud server. If this option is not selected and you specify fields that are absent on the server, routed documents are rejected.

Check this box to verify the values in the fields. When this check box is selected, the component prevents you from saving documents with invalid values.

Click this button to add a new field to the fields list. The Add Field dialog box opens.

Click this button to edit properties of the selected field from the list. The Edit Field dialog box opens.

Select fields and click this button to remove them from the list.