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Microsoft SharePoint channel

See the Channel Catalog to see which Plans have access to this channel.

Microsoft SharePoint is a cloud content management and file sharing service for businesses.

Please note that terms used in the SharePoint channel categories are SharePoint-specific terminology.

How to Connect

  1. On the My pipelines page, click Create Pipelines. 
    new.connect.png
  2. Search for the first step for your new pipeline. You can always add more steps later.
  3. To use the legacy builder, click the Pipeline Designer toggle to use the legacy version of the pipeline builder.
    pipe.toggle.png

For more information about connections, see How to connect to a channel.

Connect to SharePoint

  1. Expand SharePoint in the list of channels on the right side of the page and click Connect.
  2. In the pop-up window, enter your company's subdomain information. Also review the permissions listed and make the appropriate selections. When finished, click Connect.
    Note: The Read permission is default checked and locked. Depending on the permissions granted, integration and functionality will be affected. If you want to access files and folders you will need to select the read privilege. If you want to write to them you select the read and write privilege.

    Note: These are the read permissions are required for these uses:

    Files - OnCreate, LookUp, Search, List, FetchLink
    Folders - Search, LookUp, List, FetchLink

    read-write permissions are required for these uses:

    Files - Upload, Move, Delete
    Folders - Move, Delete, Create

  3. Account sign in:
    Note: You may need to approve any new sign in with multifactor authentication.
    • If you are not already signed in to Microsoft, enter your credentials and sign in.
    • If you are already signed in, select your account.
    • To sign out of the account shown, use the three stacked-dots to the right and select the appropriate option. Then sign in with the correct account.
    • If you want to add an account, select the Use another account option and enter the credentials.
  4. Click Accept to allow Pipelines to connect to Microsoft SharePoint.

How to reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

  • If you need to connect a different account.
  • Authorization updates, such as a changed password.
  • Editing the access rights that Pipelines has to the channel.

To reconnect:

  1. Select a pipeline that already has this channel in it.
  2. Open a step that contains this channel.
  3. Under account, select Connect (or reconnect) and follow the process above, How to connect.

Steps

The steps you can use with SharePoint fall into a four categories: Items, Lists, Files and Folders.

Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.

Type Name Description
Items    
Trigger Item Created

Initiates when a new item is created.
Trigger Item Updated Initiates when an item is updated.
Action Create an Item Creates a new item.
Action Update an Item Updates an existing item.
Action Delete an Item Deletes an existing item.
Query Search Items Searches all items based on search criteria.
Query  Look up an item Looks up an item based on search criteria.
Action Fetch a Linked Item Fetches a linked item.
Lists    
Action Create a List Creates a new list.
Query Search Lists Searches existing lists and returns a list of matches.
Files    
Trigger File Added Initiates when a new file is created.
Action Upload a File Uploads a file. The limit for uploading a file is 100MB.
Action Delete a File Deletes a file.
Action Move a File Moves a file.
Action Look Up a File Looks up a file based on search criteria.
Action Fetch a Linked File Fetches a linked file.
Query List Files in Folder Lists the files in a specified folder.
Query Search Files Searches for a file based on search criteria.
Folders    
Action Create a Folder Creates a new folder.
Action Delete a Folder Deletes a folder.
Action Move a Folder Moves a specified folder.
Action Look Up a Folder Looks up a folder based on search criteria.
Action Fetch a Linked Folder Fetches a linked folder.
Query List Children Lists children of a folder based on search criteria.
Query Search Folders Searches folders.

Site Permission settings

Some accounts might have issues with the site permissions and might not be able to use this channel properly.

To fix this follow the steps described below.

  1. Go to https://{your-sub-domain}.sharepoint.com/
  2. Click on the settings icon
  3. Click on Site Permissions
  4. Click on Advanced permissions settings
  5. Click on Site Collection Administrators
  6. Add the user credentials that you authorized through Pipelines
  7. The site will now show up in the Site Relative URL section in pipelines.

Use case

In this use case, we search for records in a Quickbase app, iterate over the app, and upload the data as a file in Sharepoint.

First, search for Quickbase records:

share1.png

Then, we upload what we find:

share2.png

Limitations

Limits of this channel include:

  • The Search files step may not return correct paths for some file types, such as .doc, .docx, or .exe. This is related to a constraint in the Microsoft API.

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