SharePoint is a web-based platform that is used for collaboration and document management. You can use the Automation 360 SharePoint command package to manage your documents, sites, and data.

Note:

The SharePoint mark and logo are trademarks or registered trademarks of Microsoft and are used for identification purposes only.

SharePoint is a collaborative platform that integrates natively with Microsoft Office. You can use the SharePoint package to securely store, organize, share, and access information. You can streamline processes and reduce manual work using the automated SharePoint operations in Automation 360. You can quickly and easily manage your documents, sites, and data. Automation 360 platform provides automation capabilities for other Microsoft products such as Microsoft Office, Outlook, and Windows. By adding the SharePoint package, you can leverage the full potential of the Microsoft platform from Automation 360.
Note: This package is based on the SharePoint REST v1 API.
You can use the SharePoint package to perform the following CRUD (create, read, update, and delete) actions in a SharePoint site:

SharePoint workflow


SharePoint packagae workflow

Actions in SharePoint package

You can perform the following actions in the SharePoint package:

Action Description
Configuring SharePoint domain and sites The SharePoint package connects to a particular SharePoint domain using app-based permissions. You must configure your SharePoint domain and add relevant app permissions.
SharePoint authenticate action Use the Authenticate action to connect to your SharePoint domain. After the authentication is successful, you can use the other command actions to perform various operations in SharePoint.
SharePoint folder and file Use the Folder and file actions to perform various operations in your SharePoint site. You can create, get details, delete, or rename folders in a specific SharePoint site. You can also upload, delete, download, and get files in a specified folder.

SharePoint package supports FileStream as a variable. Use the Assign file action to open a FileStream for a SharePoint file, and assign it to a variable. You can then use this FileStream as a variable for the Upload file, the Upload list image, and the Upload list attachment actions.
SharePoint list and list items Use the List and list item actions to perform various operations in your SharePoint site. You can create, get, delete, or update list and list items in a specific SharePoint site.
If you have trouble with any SharePoint actions, here are some troubleshooting steps to follow:

  1. Permissions Check: Double-check your user permissions to ensure you have the necessary access for working with SharePoint in the Control Room.

  2. API Client Test: Consider testing the operation using an API client like Postman. This can help isolate the issue to the Control Room environment or your specific configuration. If it works in Postman, the problem likely lies within the Control Room.

  3. Error Details: If you still encounter issues, then sharing the full error message would be incredibly helpful in diagnosing the issue further. Additional details like the SharePoint package version, deployment type, and your app creation process can also provide valuable context.