Microsoft Office 365 SharePoint Input

This task can be found in the Plug-in Bar, under the Document Management tasks group.

The Microsoft 365 SharePoint Input task can be used to retrieve files from an Office 365 SharePoint site, filtering on your template fields and creating Metadata to use in your process.

When the Microsoft 365 SharePoint Input task runs, it first lists all of the files to download then runs the process once for each file in the list. If any new files are added during the process, they will not be touched until the next time the process is scheduled.

This task only works with Microsoft Office 365 SharePoint servers. To access earlier versions of SharePoint, use the Input from SharePoint plugin.

Input

Any data file present on a SharePoint 365 document store, even those not compatible with OL Connect Workflow emulations, and the properties of these files.

Processing

The task connects to the selected Document store and retrieves a copy of files according to the specified Rules. The files may be deleted or marked as checked out depending on the options selected, otherwise they are untouched.

Output

The output to this task is a series of individual files, one after the other.

Task properties

General Tab

• Site: The name of the Microsoft SharePoint 365 site from where you want to retrieve documents.
• Document Library: The document library from which you want to retrieve the files.
• Folder: The folder in the document library where your files are located.
  

  Tip: Edit box supports copy'n'paste. Use Windows Explorer to navigate to the folder, and you can copy the address and place it straight into here.

• Rules section: Lets you define rules to filter for files on certain variables. For example the file name, or file size, etc.
  After you have constructed your Rule, press the Add button.
• Include files from sub-directories checkbox: Check to also look into sub-directories of the specified Folder.
• Ignore checked out documents checkbox: If the document is set as "Checked Out" within SharePoint, it will be ignored.
• Action Group
  • Download document: Simply download the document and do not modify it in SharePoint.
  • Download document and check out in SharePoint: Download the document and mark it as "Checked Out" within SharePoint. This is useful for preventing files being downloaded more than once.
  • Download document and delete from SharePoint: Download the document and delete it from the SharePoint server.

Connection Section

• Tenant: Enter the Tenant ID as specified in Azure. This value is static and cannot contain variables, unless the Allow dynamic fields option is selected.
• Client ID: Enter the Client ID (key) for the Azure app. This value is static and cannot contain variables, unless the Allow dynamic fields option is selected.
• Client Secret: Enter the associated Client Secret (for the Client ID the Azure app). This value is static and cannot contain variables, unless the Allow dynamic fields option is selected.
• User ID: This is the user's ID or email address. This value is dynamic. You can use any combination of text, variables and data selections; see Variable task properties.

• Use delegated permissions: Select this option to use delegated permissions instead of application permissions. Delegated permissions allow the application to log in as a standard registered user, and IT can grant that user account access to specific inboxes and specific OneDrive folders.
  Application permissions can be restricted to a strict minimum to ensure the plugin can perform its tasks, but no more. However, application permissions apply to all accounts in the organization: if the application has been granted permission to read emails, then that permission applies to all email accounts in the organization, and if it has access to OneDrive, it has access to all folders.

  • User Password: Option only becomes available if Use delegated permissions selected. Enter the password associated with the User.

• Allow dynamic fields: Select to allow Dynamic Fields.