This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
General
Save time on records creation by automating this process with the Create SharePoint list records bot.
Example: You need to create a new record in SharePoint every time you hire a new employee. By using the Create SharePoint list records bot, you don’t have to remember to manually create a new record, because the bot will do it automatically as soon as the new employee signs a package of documents.
How to set up
When the bot works by default:
The Create SharePoint list records bot activates once the documents are completed by recipients specified in the step after which this bot has been added.
To add the bot to your workflow, select where you’d like to put it on the diagram and click the plus icon.
Then, select Bot from the list.
Search for the bot you need by category or using the search bar. Then, install the bot to your workflow by clicking Install bot.
Connection settings:
To connect the bot to your SharePoint account, click Connect in the Connection settings section.
Note: Make sure that the account you’re connecting has sufficient editing rights and is a member of the site you’re going to work with. With read-only permissions, SharePoint records cannot be modified.
Then, select the SharePoint account you need to connect. You can also connect a new account by clicking Add connection. You’ll be redirected to the Microsoft login screen. Once you’ve logged in, you’ll be directed back to account.
Once connected, proceed to the next section.
Action settings:
In the Select objects and map fields section, indicate the SharePoint destination to create a record and fields for data transferring.
First, select the SharePoint site where the new record will be created.
Second, select the time zone you need to make sure that dates in your documents and SharePoint records match.
Finally, select the SharePoint list where the new record will be created.
If you need to create a related record, indicate the path to the related list in the base list menu. Click the plus icon and select the related list you need from the dropdown. Related lists can be located on different hierarchical levels. To add a new level, click the plus icon near the previous level list.
Next, indicate which data must be transferred from the completed documents to the new record by mapping document fields and list fields where the record will be created. In the dropdown, select document fields and link them to the list fields that should contain the corresponding values from the document. To map more fields, click the Add field mappingbutton and repeat the process.
For a seamless record creation process, check which fields are required for the list where you are creating records and make the similar document fields required.
Conditions
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.