SharePoint

Description

Microsoft SharePoint collaboration software is emerging as one of the more powerful tools for companies that need to design and implement enterprise-scale solutions to meet business-critical needs, such as managing content, administering business processes and streamlining how people find and share information across the network. The SharePoint system is composed of a full range of applications and tools that allow document management, workflow design and collaboration, which helps teams stay connected and productive by providing easy access to the people, documents, and information that can help in decision making and getting work done.  

With the use of Automate's SharePoint activities, organizations have the power to automate all SharePoint business and IT processes on a single platform. Automate's native SharePoint support delivers a comprehensive automation solution, enabling businesses to integrate SharePoint with disparate applications across their network. Automate's pre-built SharePoint activities and drag-and-drop interface automate the management and administration of SharePoint users, sites, libraries, workflows, and lists. With Automate’s SharePoint activities, you can:

  • Implement code-free SharePoint automation
  • Save time uploading or downloading files to SharePoint sites
  • Eliminate latency, errors, and operational costs
  • Retrieve and control SharePoint workflows
  • Manage SharePoint users and groups
  • Check files in and out automatically

Available Activities

The following table briefly describes the available activities for this action arranged in alphabetical order. Click the appropriate link for more details regarding each activity.

Activity
Description

SharePoint - Add attachment

Adds an attachment to the specified item in a SharePoint list.

SharePoint - Add list item

Adds an item to an existing SharePoint list.

SharePoint - Add user to group

Adds a user to the specified group.

SharePoint - Add view

Creates a view with the specified name, view fields, query, row limit, and denotes whether or not it is the default view.

SharePoint - Backup site

Performs a site collection backup.

SharePoint - Cancel workflow

Cancels a SharePoint workflow in progress based on its instance ID.

SharePoint - Check in

Checks in a document.

SharePoint - Check out

Checks out a document.

SharePoint - Copy file

Copies a file from the source URL to the destination URL.

SharePoint - Create folder

Creates a folder in an existing document library.

SharePoint - Create group

Creates a new SharePoint group.

SharePoint - Create list

Creates a new SharePoint list.

SharePoint - Create role

Creates a new role assignment in which to add items to.

SharePoint - Create session

Creates a new SharePoint session in which to attach subsequent SharePoint related activities to. This allows multiple sessions to exist within the same task. To end a session, use the End Session activity.

SharePoint - Create site

Creates a new SharePoint site.

SharePoint - Create user alert

Creates a user alert which is used to notify a user of changes to SharePoint content.

SharePoint - Delete attachment

Deletes an existing attachment from the specified SharePoint list.

SharePoint - Delete file

Deletes an existing file or document in a SharePoint library.

SharePoint - Delete folder

Deletes a folder in an existing document library.

SharePoint - Delete group

Deletes an existing group.

SharePoint - Delete list

Deletes an existing list.

SharePoint - Delete role

Deletes an existing role.

SharePoint - Delete site

Deletes an existing SharePoint site.

SharePoint - Delete user alert

Deletes a specific alert assigned to a user identified by the Alert ID.

SharePoint - Delete view

Deletes a view from a SharePoint list.

SharePoint - Describe list

Retrieves list information and populates a dataset with results.

SharePoint - Discard check out

Discards an existing check out.

SharePoint - Download attachment

Downloads an attachment from a list item in a Microsoft Windows SharePoint Service.

SharePoint - Download file

Downloads a file from a SharePoint library.

SharePoint - Download files

Downloads the files specified from the SharePoint site. To specify more than one file, use wildcard characters (i.e. * or ?). To specify multiple files or wildcard masks, separate them with a pipe character (i.e. source/*.txt|source/*.bak).

SharePoint - End session

Ends a SharePoint session initially created with the use of the Create Session activity.

SharePoint - Get attachments

Retrieves attachments from the specified list item and populates a dataset with the results.

SharePoint - Get files

Retrieves files from a SharePoint library.

SharePoint - Get folders

Retrieves folders from a SharePoint library.

SharePoint - Get groups

Retrieves available groups and populates a dataset with the results.

SharePoint - Get list items

Retrieves list items and populates a dataset with the results.  

SharePoint - Get lists

Retrieves available lists and populates a dataset with the results.

SharePoint - Get roles

Retrieves available roles and populates a dataset with the results.

SharePoint - Get sites

Retrieves available sites and populates a dataset with the results.

SharePoint - Get views

Retrieves views from a SharePoint server and populates a dataset with the results.

SharePoint - Get users

Retrieves available users from the specified group and populates a dataset with the results.

SharePoint - Get workflow instances

Retrieves information with regards to existing workflow instances and populates a dataset with results. This activity supports retrieval of site and list workflow instances or data can be retrieved from instances associated to a particular workflow ID.   

SharePoint - Get workflows

Retrieves information with regards to existing workflows and populates a dataset with results. This activity supports retrieval of site and list workflows.

SharePoint - Grant permission

Adds the user to the specified role definition.

SharePoint - List audit logs

Retrieves a list of audit logs for a site collection and populates a dataset with results.

SharePoint - List user alerts

Retrieves a list of user alerts and populates a dataset with results.

SharePoint - Move file

Moves a file from the source URL to the destination URL.

SharePoint - Remove list item

Removes an item from the specified list.

SharePoint - Remove permission

Removes the specified user from the specified role definition.

SharePoint - Remove user from group

Removes the specified user from the specified group.

SharePoint - Rename folder

Renames a folder from the specified SharePoint library.

SharePoint - Restore site

Restores a site that has  been previously backed up.

SharePoint - Resume workflow

Resumes a suspended SharePoint workflow based on its instance ID.

SharePoint - Search sites

Retrieves available sites/sub-sites from a SharePoint server and populates a dataset with the results.

SharePoint - Start workflow

Starts a SharePoint workflow.

SharePoint - Suspend workflow

Suspends a running SharePoint workflow based on its instance ID.

SharePoint - Terminate workflow

Terminates a SharePoint workflow based on its instance ID.

SharePoint - Update group

Updates information for the specified group.

SharePoint - Update list

Updates a list based on the specified field definitions and list properties.

SharePoint - Update list item

Updates an item from the specified list.

SharePoint - Update role

Updates information for the specified role definition.

SharePoint - Update site

Updates information for the specified site.

SharePoint - Update user alert

Updates the settings and content of an existing user alert.

SharePoint - Update view

Updates an existing view's attributes (i.e. row limit, columns, mark as default, etc.).

SharePoint - Upload files

Uploads a file to the specified site.

SharePoint - Upload files

Uploads one or more local files to a SharePoint library.