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SharePoint Module
  • 21 Apr 2025
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SharePoint Module

  • Updated on 21 Apr 2025
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Article summary

Module Details
Installation LocationAdministration > Features
Restart Required?No
Step Location Integration > SharePoint
Settings Location SharePoint settings need to be defined for each step/integration
Prerequisites

The SharePoint Module allows Users to access and manage their SharePoint data through pre-built steps in the Flow Designer. By utilizing the module, Users can add, delete, or download documents or lists from their SharePoint sites.







Adding a SharePoint List

This example will demonstrate how to configure SharePoint and connect to a SharePoint list in Decisions. 

In this example, a custom list was created in SharePoint named Customer Contacts.
Customer-Contacts-in-SharePoint.png

  1. In the Decisions platform, navigate to a Project. Then press Create DataTypes/Integration, select INTEGRATIONS. Then click ADD SHAREPOINT LIST.
  2. From the Edit Entity window, set the Category Name and List/Document Library Name. A description can also be added.
  3. Under SharePoint Settings, select the Edit icon to configure the connection to SharePoint. Click OK.
Adding a SharePoint Document Library 
The above steps can also be used to add a SharePoint Document Library. For more information on configuring SharePoint settings, please view our Establishing an OAuth Provider and Configuring OAuth Tokens Documentation. 

Proper SharePoint Integration requires the SharePoint Settings to be 100% accurate; these must match the details associated with the integrated document. Below is a list of settings that need to be defined:

Configuration OptionDescription
AuthenticationAuthentication to connect to SharePoint
Sharepoint SiteThe SharePoint site URL, likely either "https://<domain_here>.sharepoint.com" or a self-hosted URL.  If using SiteMinder, this is the SiteMinder URL.
OAuth TokenToken for connecting to the SharePoint site

If using SharePoint Online, there are three additional options to configure:

  • User Agent -  String value of either ISV|CompanyName|AppName/Version (ISV Application) or NONISV|CompanyName|AppName/Version (Enterprise Application)
  • Retry Count - Number of calls to retry
  • Retry Delay (in seconds) - Time a retry will occur 

After saving the information, the Configuration Data and a Decisions Defined Data Structure is auto-generated in the SharePoint Folder. Additionally, users will now be able to access steps in the step toolbox via Integrations > SharePoint.

Available Steps (After Install)

Step NameDescription
SharePoint Add DocumentAllows Users to upload documents to SharePoint via Flow. 
SharePoint Delete DocumentEnables Users to delete a file from the SharePoint site utilizing a Flow. 
SharePoint Get DocumentAllows Users to obtain pre-existing documents from their site and access the information within a Flow.

Available Steps (After Creating a Document Library)

Step NameDescription
Add Document 
Allows Users to add a Document to an integrated SharePoint Document Library. 
Add FolderEnables Users to add a Folder to an integrated SharePoint Document Library.
Delete Document 
Enables Users to delete a document from an integrated SharePoint Document Library. 
Fetch DocumentsEnables Users to fetch documents from an integrated SharePoint Document Library.
Folder ExistsDetermines whether a Folder exists within an integrated SharePoint Document Library
Get All DocumentsEnables Users to retrieve multiple documents from an integrated SharePoint Document Library.
Get All FoldersEnables Users to retrieve multiple folders from an integrated SharePoint Document Library. 
Update Documents
Enables Users to update multiple documents from an integrated SharePoint Document Library. 
For further information on Modules, visit the Decisions Forum.
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