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Office 365 One Drive package

  • Updated: 6/21/2021
    • Automation 360 v.x
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    • RPA Workspace

Office 365 One Drive package

The One Drive package contains actions that enable you to automate many of the repetitive tasks in Microsoft cloud storage.

How to use the actions in the One Drive package

Perform the following actions within the One Drive package as part of using the set of available actions:

  1. Use the Connect action to establish a connection to the Office 365 server.
    See Using the Connect action.
    Note: Office 365 packages do not currently support Multi-Factor Authentication or Single Sign-on.
  2. Use a combination of actions available in this package to automate tasks.
    Note: To use actions from other Office 365 packages, establish a connection using the Connect action from that package.
  3. Use the Disconnect action to terminate the connection.

For an example on how to setup and connect to the Office 365 OneDrive package, see Working with the Office 365 OneDrive package.

Actions in the One Drive package

Use the actions in the One Drive package to perform an operation on a single file or folder. To perform the operation on every file in a folder, use that action in a loop. See Using One Drive actions in a loop.

The One Drive package includes the following actions:

Action Description
Check permission Checks for read, write, or delete permission for a file or folder in your OneDrive.
  • Enter the user session that you provided in the Connect action.
  • Provide the file or folder name and path, file or folder link, or select a predefined string variable.
  • Specify which permission type to verify: Read or Read & Write.
  • Select a predefined Boolean type variable to hold the output, or click the icon on the right to create a new variable.

    The Boolean type variable will provide a true (user has permission) or false (user does not have permission) response.

Connect Establishes a connection with the Office 365 server using your organization's client ID and tenant ID, and user credentials.

See Using the Connect action.

Copy file or folder Copies a file or folder from one folder to another in your OneDrive.
  • Enter the user session that you provided in the Connect action.
  • Select whether to copy a file or folder.
  • Provide the source and destination file/folder names and paths or file/folder link. Either enter the values or insert a string variable.
    For example, to perform this action on a file named SalesReport.xlxs, located in the Accounts folder, enter /Accounts/SalesReport.xlxs.
    Note: The forward slash that indicates that a file or folder is located in the root directory is optional.
  • Optional: If there is file or folder with the same name in the destination folder, select the Override existing file/folder option which replaces the existing file or folder with the one being copied.
Create folder Creates a folder in a specific directory in your OneDrive.
  • Enter the user session that you provided in the Connect action.
  • Enter the parent folder name and path, or folder link. Either enter the values or insert a string variable.

    For example, to perform this action on a folder named Q1, located in the Survey Results folder, enter /Survey Results/Q1.

  • Enter the new folder name. Either enter the values or insert a string variable.
Delete file or folder Deletes a file or folder in a specific directory in your OneDrive.
  • Enter the user session that you provided in the Connect action.
  • Select whether to delete a file or folder.
  • Provide the name and path, or file or folder link. Either enter the values or insert a string variable.

    To obtain the file or folder link, copy the link generated from Share OneDrive files and folders

    For example, to perform this action on a file named SalesReport.xlxs, located in the Accounts folder, enter /Accounts/SalesReport.xlxs.
    Note: The forward slash that indicates that a file or folder is located in the root directory is optional.
Download file Downloads a file from a specific directory in your OneDrive.
  • Enter the user session that you provided in the Connect action.
  • Provide the file name and path, or file link. Either enter the values or insert a predefined string variable.
    For example, to perform this action on a file named SalesReport.xlxs, located in the Accounts folder, enter /Accounts/SalesReport.xlxs.
    Note: The forward slash that indicates that a file or folder is located in the root directory is optional.
  • Enter the destination folder path or select a predefined string variable.
  • Optional: If there is file or folder with the same name in the destination folder, select the Override existing file/folder option which replaces the existing file or folder with the one being copied.
Export as PDF Exports an existing file in your OneDrive as a PDF. This action supports the following file extensions: doc, docx, oentry, odp, pps, ppt, pptx, tf, xls, and xlsx.
  • Enter the user session that you provided in the Connect action.
  • Provide the file name and path, or file link. Either enter the values or insert a predefined string variable.

    To obtain the file link, copy the link generated from Share OneDrive files and folders

    For example, to perform this action on a file named SalesReport.xlxs, located in the Accounts folder, enter /Accounts/SalesReport.xlxs.
    Note: The forward slash that indicates that a file or folder is located in the root directory is optional.
  • Enter the export folder name and path or select a predefined string variable.
  • Optional: If there is file or folder with the same name in the destination folder, select the Override existing file/folder option which replaces the existing file or folder with the one being copied.
Find files and folders Finds files and folders in a specific directory in your OneDrive.
  • Enter the user session that you provided in the Connect action.
  • Provide directory details in the Folder to search field: enter the folder name and path, or folder link. Either enter the values or insert a string variable.

    To obtain the folder link, copy the link generated from Share OneDrive files and folders

    For example, to perform this action on a folder named Q1, located in the Survey Results folder, enter /Survey Results/Q1.

  • Specify whether to search for All items in folder or a Specific file (or folder).
    Note: The Drive Item Name field accepts wildcard characters in the file name and extension. For example, to search for all documents with extension docx, enter *.docx in the Specific file (or folder) field.
  • Assign the output to a table variable.

    The variable will hold the following file or folder details: Name, ID, CreatedBy, CreationDate, LastModifiedBy, LastModificationDate, and ParentFolderPath.

Get file or folder information Retrieves information for a specific file or folder from OneDrive.
  • Enter the user session that you provided in the Connect action.
  • Provide the file or folder name and path, or file/folder link. Either enter the values or insert a string variable.

    To obtain the file or folder link, copy the link generated from Share OneDrive files and folders

    For example, to perform this action on a file named SalesReport.xlxs, located in the Accounts folder, enter /Accounts/SalesReport.xlxs.
    Note: The forward slash that indicates that a file or folder is located in the root directory is optional.
  • Assign the output to a record variable.

    The variable will hold the following file or folder details: Name, ID, CreatedBy, CreationDate, LastModifiedBy, LastModificationDate, and ParentFolderPath.

Move file or folder Moves a file or folder from one folder to another in OneDrive.
  • Enter the user session that you provided in the Connect action.
  • Select whether to move a file or folder.
  • Provide the source and destination file or folder names and paths, or file/folder links. Either enter the values or insert a string variable into the two fields.

    To obtain the file or folder link, copy the link generated from Share OneDrive files and folders

    For example, to perform this action on a file named SalesReport.xlxs, located in the Accounts folder, enter /Accounts/SalesReport.xlxs.
    Note: The forward slash that indicates that a file or folder is located in the root directory is optional.
  • Optional: If there is file or folder with the same name in the destination folder, select the Override existing file/folder option which replaces the existing file or folder with the one being copied.
Rename file or folder Renames a file or folder in a specific directory in OneDrive.
  • Enter the user session that you provided in the Connect action.
  • Select whether to rename a file or folder.
  • Provide the current and new file or folder names, or file/folder link. Either enter the values or insert a string variable.
  • To obtain the file or folder link, copy the link generated from Share OneDrive files and folders

  • Optional: If there is file or folder with the same name in the destination folder, select the Override existing file/folder option which replaces the existing file or folder with the one being copied.
Restore last version Restores a file to the last version. If you restore a file to its previous version, you will lose the current version.
  • Enter the user session that you provided in the Connect action.
  • Provide the file name and path, or file link. Either enter the values or insert a predefined string variable.

    To obtain the file or folder link, copy the link generated from Share OneDrive files and folders

    For example, to perform this action on a file named SalesReport.xlxs, located in the Accounts folder, enter /Accounts/SalesReport.xlxs.
    Note: The forward slash that indicates that a file or folder is located in the root directory is optional.
Upload file Uploads a file to a specific directory in OneDrive.
  • Enter the user session that you provided in the Connect action.
  • Provide the file name and path on the local directory. Either enter the values or insert a predefined string variable.

    For example, D:/Mydata/HR/EmployeeSurvey.xlsx.

  • Provide the upload folder name and path, or folder link. Either enter the values or insert a string variable.

    To obtain the folder link, copy the link generated from Share OneDrive files and folders

    For example, to perform this action on a folder named Q1, located in the Survey Results folder in home directory, enter /Survey Results/Q1

    Note: You cannot provide the private folder path from one drive as it is not supported.
  • Optional: If there is file or folder with the same name in the destination folder, select the Override existing file/folder option which replaces the existing file or folder with the one being copied.
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