About the Microsoft SharePoint channel

Microsoft SharePoint is a cloud content management and file sharing service for businesses.

Please note that terms used in the SharePoint channel categories are SharePoint specific terminology.

How to connect

  1. On the My pipelines page, click Create a pipeline.
  2. On the right side of the page, choose All to list all available channels.
  3. Expand SharePoint in the list of channels on the right side of the page and click Connect.
  4. In the pop-up window, enter your company's subdomain information. Also review the permissions listed and make the appropriate selections. When finished, click Connect.
    Note: The Read permission is default checked and locked. Depending on the permissions granted, integration and functionality will be affected. If you want to access files and folders you will need to select the read privilege. If you want to write to them you select the read and write privilege.

    Note: These are the read permissions are required for these uses:

    Files - OnCreate, LookUp, Search, List, FetchLink
    Folders - Search, LookUp, List, FetchLink

    read-write permissions are required for these uses:

    Files - Upload, Move, Delete
    Folders - Move, Delete, Create

  5. Account sign in:
    Note: You may need to approve any new sign in with multifactor authentication.
    • If you are not already signed in to Microsoft, enter your credentials and sign in.

    • If you are already signed in, select your account.

    • If you want to sign out of the account shown, use the three stacked-dots to the right and select the appropriate option. Then sign in with the correct account.

    • If you want to add an account, select the Use another account option and enter the credentials.
  6. Click Accept to allow Pipelines to connect to Microsoft SharePoint.

How to reconnect the SharePoint channel

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

  • If you need to connect a different account.

  • Authorization updates, such as a changed password.

  • Editing the access rights that Pipelines has to the channel.

To reconnect:

  1. Select a pipeline that already has SharePoint in it.
  2. Open a step containing SharePoint.
  3. Under account, select Connect (or reconnect) and follow the process above, How to connect.

Steps

The steps you can use with SharePoint fall into a four categories: Items, Lists, Files and Folders.

Type Name Description
Items
Trigger Item Created

Initiates when a new item is created.

Trigger Item Updated Initiates when an items is updated.
Action Create an Item Creates a new item.
Action Update an Item Updates an existing item.
Action Delete an Item Deletes an existing item.
Query Search Items Searches all items based on search criteria.
Action Fetch a Linked Item Fetches a linked item.
Lists
Action Create a List Creates a new list.
Query Search Lists Searches existing lists and returns a list of matches.
Files
Trigger File Added
Action Upload a File
Action Delete a File
Action Move a File
Action Look Up a File
Action Fetch a Linked File
Query List Files in Folder
Query Search Files
Folders
Action Create a Folder
Action Delete a Folder
Action Move a Folder
Action Look Up a Folder
Action Fetch a Linked Folder
Query List Children
Query Search Folders

Site Permission settings

Some accounts might have issues with the site permissions and might not be able to use this channel properly.

To fix this follow the steps described below.

  1. Go to https://{your-sub-domain}.sharepoint.com/
  2. Click on the settings icon
  3. Click on Site Permissions
  4. Click on Advanced permissions settings
  5. Click on Site Collection Administrators
  6. Add the user credentials that you authorized through Pipelines
  7. The site will now show up in the Site Relative URL section in pipelines.