Use the Authenticate action to connect to your cloud SharePoint domain. After the authentication is successful, you can use the other command actions to perform various operations in SharePoint.

Prerequisites

Note: The examples and graphics provided on this page are for representation purposes only and may not accurately reflect your specific instance. We do not assume responsibility for their maintenance or accuracy.
  • You must have the client ID and client secret generated for your SharePoint domain. To generate the client details, see SharePoint package.
  • You must have the Bot Creator role for your Automation Anywhere Control Room to use the SharePoint package in a bot.

You can use Control room OAuth connection by creating an OAuth connection and storing it in the Control Room.

Note: The OAuth2 - Client Credentials authentication method for SharePoint packages is not supported due to Microsoft Azure ACS retirement. For more details, see Azure ACS deprecation.

Procedure

  1. Log in to the Automation Anywhere Control Room.
  2. You can create a new bot or modify an existing bot. For more details, see Create your first bot.
  3. From the Actions pane, select SharePoint > Authenticate and place it under the start of the bot flow.
  4. In the Authentication Type section, select the Control room OAuth connection method from the drop down.
    1. Click Pick choose the pre-configured OAuth connection from the Pick an OAuth connection modal.
      For more details, see Configure OAuth connections in Control Room.
  5. In the Domain section.
    • Enter the SharePoint subdomain name.
    • Enter the site name.
      Note: You can retrieve the subdomain and the site name from the URL https://{subdomain}.sharepoint.com/site/{sitename}. For example, in the URL https://automationanywherestore.sharepoint.com/site/CDEVTest, automationanywherestore is the subdomain and CDEVTest is the site name.
      Note: The site name you provide in the authentication action will be the default site selected for the other actions in this package. You can provide a different site name for the individual actions as well.
  6. Select the Teams site check box to connect to a SharePoint teams site. By enabling the Teams site checkbox, you can connect to team based managed paths of SharePoint and perform operations.
    Note:
    A managed path is a location within a SharePoint web application in which you can have site collections. Managed paths allow you to specify a path users will use to access your site contents. By default, SharePoint Online provides two managed paths:
    • sites: This managed path is used for creating site collections, and the URLs for site collections created using this path follow this format: https://<yourdomain>.sharepoint.com/sites/<sitename>.
    • teams: This managed path is used for creating modern team sites, and the URLs for team sites created using this path follow this format: https://<yourdomain>.sharepoint.com/teams/<sitename>.
  7. In the Create SharePoint session field, select one of the following options:
    • Local session: You can use the local session name only for the current bot.
    • Global session: You can use the global session name in other parent and child bots.
      Recommendation: The parent and child bots should have the same package version.
    • Variable: You can add the session name to a variable and use the variable in other actions.
You are successfully authenticated to the SharePoint domain.