The SharePoint package contains actions and a web trigger that enables you to automate SharePoint operations to manage documents, site and data.

Overview

The SharePoint actions enable you to perform Create, Read, Update, and Delete (CRUD) operations in SharePoint sites. The following CRUD actions are available in the SharePoint package:

For more information about SharePoint triggers, see SharePoint web triggers.

SharePoint package uses OAuth connection for authentication. You must authenticate the automation using Authenticate action before proceeding with any CRUD operation. For more information about setting up OAuth connection, see Create OAuth connection.

SharePoint workflow

Note:

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SharePoint packagae workflow

SharePoint app permissions

The SharePoint package connects to a particular SharePoint domain using app-based permissions. You must configure your SharePoint domain and add relevant app permissions. For more information about SharePoint app permissions, see Configuring SharePoint domain and sites.

Actions in SharePoint package

The following actions are available in the SharePoint package:

Action Description
SharePoint authenticate action Use the Authenticate action to connect to your SharePoint domain. Once you are authenticated, 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 file and folder-related 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 file streaming. Use the Assign file action to create a file variable that holds the file stream of a SharePoint file. You can then use this file variable in any file stream compatible actions. The Upload file, the Upload list image, and the Upload list attachment actions now accept a file variable that holds a file stream as input. For more information about file stream support, see File streaming using file variable.
SharePoint list and list items Use the List and list item actions to perform various list-related operations in your SharePoint site. You can create, get, delete, or update lists and list items in a specific SharePoint site.

Supported APIs

SharePoint package supports both the SharePoint REST v1 API and the SharePoint REST API v2, which is based on Microsoft Graph API.

You must configure the OAuth connection scope based on the API version that you want to use. For SharePoint REST v1 API, use https://<tenant-id>/.default along with other required permissions. For SharePoint REST v2 API, use https://graph.microsoft.com/.default along with other required permissions.

Note: The SharePoint REST API v2 supports SharePoint Online version only.

The following actions do not support Microsoft Graph API based operations:

Note: These actions are unavailable due to Microsoft Graph API restrictions.
  • Upload list image
  • Delete list attachment
  • Download list attachment(s)
  • Upload list attachment

The following actions have restrictions for Microsoft Graph API based operations:

  • Delete list item - This action does not support Delete image option.
  • Get list item(s) - This action does not support Download image column(s) option.
  • Create list item and Update list item - These actions do not support column types such as Multiple lines of text with Rich text with pictures option, Lookup, Hyperlink, Image, Location, Currency with calculation value, Person or Group, and Managed metadata.

Troubleshooting

If you encounter issues with any SharePoint actions, perform the appropriate troubleshooting steps:

Permissions Check
Double-check your user permissions to ensure you have the necessary access for working with SharePoint in the Control Room. For more information about permissions, see Configuring SharePoint domain and sites.
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.
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.