Microsoft SharePoint channel

Go to the Channel Catalog to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels.

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

On the My pipelines page, select Create Pipeline.
Search for or select a step, and then select it to add it to the pipeline.
When you add a step to a pipeline, it is added to the canvas of the pipeline designer.
Expand the Connection section of the step, and add the required information.

Note
Permissions for the Office Graph API are delegated permissions. Pipelines works on behalf of the user.

Expand SharePoint in the list of channels on the right side of the page and click Connect.
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
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.
- 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.
Click Accept to allow Pipelines to connect to Microsoft SharePoint.

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

To reconnect:

Select a pipeline that already has this channel in it.
Open a step that contains this channel.
Under account, select Connect (or reconnect) and follow the process above, How to connect.

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

Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.

Type	Name	Description
Items
Trigger	Item Created	Initiates when a new item is created.
Trigger	Item Updated	Initiates when an item 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.
Query	Look up an item	Looks up an item 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	Initiates when a new file is created.
Action	Upload a File	Uploads a file. The limit for uploading a file is 100MB.
Action	Delete a File	Deletes a file.
Action	Move a File	Moves a file.
Action	Look Up a File	Looks up a file based on search criteria.
Action	Fetch a Linked File	Fetches a linked file.
Query	List Files in Folder	Lists the files in a specified folder.
Query	Search Files	Searches for a file based on search criteria.
Folders
Action	Create a Folder	Creates a new folder.
Action	Delete a Folder	Deletes a folder.
Action	Move a Folder	Moves a specified folder.
Action	Look Up a Folder	Looks up a folder based on search criteria.
Action	Fetch a Linked Folder	Fetches a linked folder.
Query	List Children	Lists children of a folder based on search criteria.
Query	Search Folders	Searches folders.

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.

In this use case, we search for records in a Quickbase app, iterate over the app, and upload the data as a file in Sharepoint.

First, search for Quickbase records:

Then, we upload what we find:

Limits of this channel include:

The Search files step may not return correct paths for some file types, such as .doc, .docx, or .exe. This is related to a constraint in the Microsoft API.
Currently, the Microsoft Graph API does not support creating or updating SharePoint List Items that contain Hyperlink fields. As a workaround, you can use a Text field instead of a Hyperlink column. You can then format the Text field to display as a clickable hyperlink in SharePoint. For step-by-step instructions, refer to this tutorial: https://www.sharepointdiary.com/2019/01/format-calculated-column-as-hyperlink-in-sharepoint-online.html