SharePoint Module Basics - Lists or Documents
  • Updated on 19 Mar 2019
  • 2 minutes to read
  • Print
  • Dark
    Light

SharePoint Module Basics - Lists or Documents

  • Print
  • Dark
    Light

The SharePoint module in Decisions allows you to update and add SharePoint list's as well as SharePoint document data using steps in a flow. Before using these steps, the SharePoint Module must first be installed in Decisions.  Creating SharePoint lists and or Documents have all the same features, the only difference with creating SharePoint documents, is that you can add file data.

Supported SharePoint List Steps

  • Add Item
  • Delete Item
  • Fetch Items
  • Get All Items
  • Update Item

Example
In this example, a custom list created in SharePoint named Customer Contacts has been created for the example.
Customer-Contacts-in-SharePoint.png

Create SharePoint List Integration
Before we can interact with our SharePoint list in a flow, we need to set up integration with the list.

  • This is the SharePoint integrations folder, where all of our list integrations and SharePoint defined data structures will be stored.

Displaying a List of Items
Begin by navigating to Security> Settings> Integrations> Sharepoint located in Decisions designer Folders.

share.jpg

Select Add SharePoint List

Here the option to Add SharePoint List or Add SharePoint Document Library is available on the blue action bar. Select Add Sharepoint List.

SPp.jpg

Here create a list in Decisions and in the settings section and in List/Document Library Name. Select the edit action outlined in red to configure SharePoint list.

ccc.jpg

Configure the SharePoint settings : Sharepoint Credentials. The list below describes what the authentication credentials are. Complete the credentials settings and set up SharePoint integration. A description is provided for each setting. The settings can involve specific detail and need to be accurate for the lists connect.

Authentication: There are 4 options for SharePoint authentication: Windows auth, SharePoint Online auth, claims auth with SiteMinder, and federated claims auth with SAML.
Sharepoint Site: The SharePoint site URL, likely either "https://<your_domain_here>.sharepoint.com" or a self-hosted URL.
SAML Site:* If using SiteMinder, this is the SiteMinder URL.
Sharepoint Domain: For SharePoint Online auth and SiteMinder auth, this is the part that appears before '.onmicrosoft.com' in the final user identifier. (The default user identifier format is 'myUserName@myDomain.onmicrosoft.com'. To override this behavior, see 'Specify Sharepoint Server' below.)
Sharepoint UserName: The username portion of the user identifier, appearing before the '@'. For federated claims auth with SAML, this is the entire user identifier, instead.
**Sharepoint Password: **The password for this user.

  • Specify Sharepoint Server: This setting affects only the user identifier used to authenticate, providing an alternative to 'onmicrosoft.com' email addresses. If checked, 'Sharepoint Domain' will be replaced by 'Sharepoint Server'.

  • Sharepoint Server: If the username is 'myUser' and the value of this field is 'example.com', the user identifier ultimately used to authenticate will be 'myUser@example.com'.

credentialsedit.jpg

After saving the list information the configuration data and a Decisions defined data structure are auto generated in the folder.

config.jpg

After the configuration can be seen in the folder, SharePoint is now set up in Decisions. Now create a Flow to use the SharePoint Steps. See related articles.

Was this article helpful?