SharePoint Module
  • 20 Mar 2024
  • 2 Minutes to read
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SharePoint Module

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











Adding a SharePoint Document Library

This example will demonstrate how to add a SharePoint Document Library in the Decisions platform. 

  1. In the Decisions Studio, navigate to System > Integrations > SharePoint. Click ADD SHAREPOINT DOCUMENT LIBRARY.
  2. From the Edit Entity window, set the Category Name and List/Document Library Name.
  3. Under SharePoint Settings, select the Edit icon 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. 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 SharePoint site.

    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.


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 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 icon 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. 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 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 catalog via Integrations > SharePoint.


SharePoint Add Document step

The SharePoint Add Document step allows users to upload documents to SharePoint via Flow.

InputsDescription
DocumentThe File that will be added onto SharePoint.
Document LibraryThe location the document will be added in SharePoint.
Folder NameThe name of the folder within the Document Library where the document will be added.
SharePoint SettingsThe settings used to connect to the SharePoint environment.


SharePoint Get Document Step

The SharePoint Get Document step allows users to obtain pre-existing documents from their site and access the information in a Flow.

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 SharePoint site.


SharePoint Delete Document Step

The SharePoint Delete Document step is used to delete a file from the SharePoint site using a Flow.

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 SharePoint site.


For further information on Modules, visit the Decisions Forum.

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