SharePoint Module Basics

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 create that to add, delete, or download documents or lists from their Sharepoint sites.

Connecting 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.

1. In the Decisions Studio, navigate to System > Integrations > Sharepoint. Click ADD SHAREPOINT LIST.
   
2. From the Edit Entity window, set the Category Name and List/Document Library Name.
   
3. Under SharePoint Settings, select the Edit button (appears as an ellipses) to configure the connection to Sharepoint. Click OK.
   

   
   

   Proper SharePoint Integration requires the SharePoint Settings to be 100% accurate; these must match the details associated with the Integrated document. 

   
   

   Configuration Option	Description
   Authentication	Authentication to connect to Sharepoint
   Sharepoint Site	The SharePoint site URL, likely either "https://<domain_here>.sharepoint.com" or a self-hosted URL.  If using SiteMinder, this is the SiteMinder URL.
   OAuth Token	Token for connecting to Sharepoint site

   
   

   If using Sharepoint Online, there are three 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 catalog via Integrations > SharePoint.
   
   

SharePoint Document Steps

The following steps will demonstrate how to manage documents on Sharepoint such as add, delete, and download.

Sharepoint Add Document step

By utilizing the SharePoint Module in Decisions, users may upload documents to the Document Libraries in Sharepoint, via Flow. To setup a Flow to add a Document to SharePoint from a Flow:

1. From the Toolbox in the Flow Designer, navigate to INTEGRATION > SHAREPOINT and attach a SharePoint Add Document step to the Start step.
2. From the Properties tab of the SharePoint Add Document step, select Unknown next to the Document field and select Constant.
   The Document Input represents the actual file being added to the SharePoint Library. 

   
   

   

3. Set Sharepoint Settings to Constant, then click the Edit (pencil) icon. From the Edit window map the parameters for the SharePoint site. Select the Authentication type, input the Sharepoint Site, select the proper OAuthToken, and provide the User Agent, then click OK. 
4. Constant map the name of the Document Library.
5. Connect the Success and Error paths to the End step. Save the changes to the Flow. 
   Debugging the Flow will add the selected document to the SharePoint Site indicated.

SharePoint Get Document Step

Using the SharePoint Get Document step allows users to obtain pre-existing documents from their site and bring the FileData into a Flow.

1.  From the Flow Designer, attach a SharePoint Get Document step, from Toolbox > INTEGRATION > SHAREPOINT to the Start step.
2. From the Get Document's Properties tab, set the mapping for Sharepoint Settings to Constant and click the pencil icon.
3. From the Edit window. add the configuration details and click OK.
4. Constant map the name of the Document Library and provide the name of the File in the Document Name field. Connect both the Success and Error paths to the End step. 
5. Save the Flow and Debug the Flow.

SharePoint Delete Document Step

The SharePoint Delete Document step is used to delete a file from the SharePoint site using a Flow and can be mapped statically or dynamically by sourcing Input from a Get Document step.

1. From a Flow containing a Get Document step, place a SharePoint Delete Document step from Toolbox > INTEGRATION > SHAREPOINT on the Success path of a SharePoint Get Document step.
2. From the Properties tab of the SharePoint Delete Document step, Constant map the Document Library name and the respective Sharepoint Settings of the Sharepoint Site. 
   Match both the Sharepoint Settings and Document Library to the Inputs defined on the SharePoint Get Document step. 

   

3.  On the Properties panel under the INPUTS category, click Unknown and select Select From Flow and map File Data.FileName to File Name. 
4. Save the Flow and Debug.