SharePoint Module Basics – Documents

Last Updated: 12/05/2018 Introduced in Version:

Overview

The SharePoint module in Decisions allows you to access and update Documents stored in a SharePoint library using steps in a flow.  Before using these steps, you must install the SharePoint module. Instructions on how to do that are listed here: SharePoint Module Basics – Setup

Supported SharePoint Document Features

  • Add Document
  • Delete Document
  • Get Document

In this example we are going to interact with the default Documents library in SharePoint. 

Example: Get Document from SharePoint

  1. Create a flow
  2. In the Steps browser, locate the SharePoint steps under Data > Sharepoint
     
  3. Select the SharePoint Get Document Step and add it to the flow. Connect the Start step to it.
  4. In the properties of the SharePoint Get Document Step, provide details of the desired document.

    • Document Library: The Name of the Library in SharePoint.
    • Document Name: The document name including the file extension.
    • Folder Name: The path where the document is stored within the library (e.g. Folder1/Folder2).
      If empty, Decisions looks for the Document Name in the root of Library. 
  5. Select Constant for Sharepoint Settings. Click the ellipses button to open your SharePoint Settings.

    • Authentication: Default is Windows Authentication. We also support Claims Authentication, for which you would need to provide your SAML site.
    • Sharepoint Site: The URL to your SharePoint site
    • Sharepoint Domain: The windows domain where your SharePoint site is hosted. This is not the URL domain name of your SharePoint site.
    • Sharepoint UserName: A SharePoint user that has permissions to manage this library in SharePoint. Click here for more on SharePoint permissions.
    • Sharepoint Password: The SharePoint user’s password
  6. Add a Show Form step to the flow, and connect the Success path of the SharePoint Get Document Step to it.
  7. In the Form add a Button and File Download control.
  8. In the properties of the File Download control, provide a Data Name for the document we will be retrieving from SharePoint.
  9. Save and Close the Form.
  10. Edit the Form’s Input Mapping to connect the output of SharePoint Get Document Step to the File Download control.
  11. Connect the button path from the Form to the End Step. For now, connect the Error path from the SharePoint Get Document Step to the End Step. It is best practice to setup error handling for this scenario. See our best practices here.
  12. When you run this flow, you will see the File Download control and will be able to download the SharePoint document to your computer.

 

Additional Resources