Microsoft Office 365 SharePoint Output

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

Microsoft 365 SharePoint Output tasks allows sending files to any of the organization's Microsoft 365 OneDrive accounts.

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

Input

Any data file, with optional Metadata.

Processing

The task connects to the selected Document store and uploads the current data file. If the file already exists, it will be overwritten and, if the option is selected, marked as "checked in". The information accompanying the file (the SharePoint Metadata) is either updated or created.

Output

The output of this task is the original data file.

Task properties

Configuration Section

  • Site: The name of the Microsoft 365 SharePoint site where you want to send the files.
  • Document Library: The document library where you want to send the files.
  • Folder: The folder location in the document library where your files will be sent.
  • Fields section:
    • Field Name: Name of the field as set in Microsoft 365 SharePoint Document Library.
    • Field Information: The information to enter in the Microsoft 365 SharePoint Document's Metadata for this field.
    • Add button: Add the Fields (from the information selected in Field Name and Field Information edit boxes) which are to be sent. Multiple Fields can be added.
  • Force folder creation checkbox: If the folder does not exist, it will be created.
  • Fail on existing file name checkbox: Task will generate an error if the file name is already there.
  • Mark document as checked in checkbox: Sets the "Checked in" property of the document on 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.