SharePoint Browser

Overview

The SharePoint Browser enables a connection to a SharePoint site to allow you to view or select specific contents. Create, configure, and store multiple connections to conveniently reconnect to SharePoint sites. The browser uses its own session, so you can always browse the site even while tasks are running.

Related Topics

Accessing the SharePoint Browser

The SharePoint Browser is accessible within the properties of any SharePoint activity requiring connection to a SharePoint site to perform actions on items such as files, folders, and attachments. Selecting the folder icon next to a given parameter opens the SharePoint browser window (as shown below).

Using the SharePoint Browser

Use the SharePoint browser during task development to provide access to remote SharePoint items, or to select items a specific SharePoint activity can perform operations on during task execution. To view SharePoint items, you must first establish a connection to the server.

To create a new connection

1. From the SharePoint Browser window, select New.
2. Use the available Parameters to configure a connection to your SharePoint site.
3. Select Save. The connection will now appear in the Connect To list.

To edit an existing connection

1. In the Connect To list, select a connection.
2. Select Edit.
3. Make changes to the connection, and then select Save.

To delete an existing connection

1. In the Connect To list, select a connection.
2. Select Delete..

To browse and select items

1. In the Connect To list, select a connection.
2. Select Connect.
3. In the list, double-click a remote file's name to select it.

Parameters

Connection

Property	Description
Name	The unique name for the connection. Once the connection is created, this name appears in the Connect To list at the top of the browser screen.
Notes	Specific notes regarding the connection, if any.
Version	The SharePoint version to associate with this connection. The available options are: SharePoint Online - A cloud-based service, hosted by Microsoft as an alternative to installing and deploying SharePoint Server on premises. SharePoint 2013 and newer (default) - SharePoint version 2013 or newer - includes SharePoint Foundation 2013/2016/2019 and SharePoint Server 2013/2016/2019.
Site	The SharePoint site to access.
Refer to these parameters when Version is set to SharePoint Online.
Authentication type	Specifies the authentication type to use with the connection. The available options are: Default (default) - Authenticates using a valid SharePoint username and password. NOTE: This type does not support multi-factor authentication/single sign-on. SharePoint App Only - Authenticates using a valid SharePoint Client ID value, Client Secret value, and Azure environment selection. Azure AD App Only - Authenticates using a valid Azure AD Directory (tenant) ID value, Application (client) ID value, Azure AD certificate, certificate password, and Azure environment selection. Azure AD Delegated - Authenticates using a valid Azure AD Directory (tenant) ID value, Application (client) ID value, and Azure environment selection. This type also requires an authorized user to manually enter their SharePoint credentials at runtime. Interactive - Authenticates by requiring an authorized user to manually enter their SharePoint credentials at runtime. NOTE: Multi-factor authentication/single sign-on can be bypassed if Windows includes valid authentication session information.
Username	The username to use for authenticating to the SharePoint site. This parameter is only required if the Authentication type parameter is set to Default.
Password	The password to use to authenticate with the Username parameter. This parameter is required if the Authentication type parameter is set to Default.
Client ID	The Client ID in SharePoint to use for authentication. This parameter is encrypted in Task Builder. This parameter is required when the Authentication type parameter is set to SharePoint App Only.
Client secret	The Client Secret in SharePoint to use for authentication. This parameter is required if the Authentication type parameter is set to SharePoint App Only.
Azure Tenant ID	The Directory (tenant) ID in Azure AD to use for authentication. This parameter is required if the Authentication type parameter is set to Azure AD App Only or Azure AD Delegated.
Azure Client ID	The Application (client) ID in Azure AD to use for authentication. This parameter is required if the Authentication type parameter is set to Azure AD App Only or Azure AD Delegated.
Azure AD certificate	The Azure AD certificate file (.pfx) to use for authentication. This parameter is required if the Authentication type parameter is set to Azure AD App Only.
Azure AD certificate password	The password to use to authenticate with the Azure AD Certificate parameter. This parameter is becomes available when Authentication type is set to Azure AD App Only.
Azure Environment	The Azure environment to use for authentication. The available options are: Azure Azure China Azure Germany Azure US Government This parameter is required if the Authentication type parameter is set to SharePoint App Only, Azure AD App Only, or Azure AD Delegated.
Refer to these parameters when Version is set to SharePoint 2013 and newer.
Authentication type	Specifies the authentication type to use with the connection. Associated parameters vary with each type. The available options are: Default (default) Basic Form Anonymous
Username	The username to use for authenticating to the SharePoint site. This parameter is only required if Authentication type is set to Basic or Form.
Password	The password to use to authenticate with the Username parameter. This parameter is only required if Authentication type is set to Basic or Form.
Domain	The domain the user belongs to. This parameter is only required if Authentication type is set to Basic or Form.
These parameters are available when Version is set to SharePoint Online or SharePoint 2013 and newer.
Certificate	The (DER encoded) certificate to use for SharePoint authentication.
Ignore invalid certificate	If selected, invalid server certificates are automatically ignored. This parameter is disabled by default.
Timeout (seconds)	The number of seconds to wait to connect to the SharePoint server before a timeout error is generated. The default value is 600 seconds.

Proxy

Property	Required	Description
Proxy type	No	The type of proxy required for SharePoint connections that pass through a proxy server. The available options are: System default (default) - Points to the default proxy used by the system. None - No proxy authentication required. HTTP - Proxy type is HTTP.
Use authentication	---	If enabled, specifies proxy authentication is required, enabling authentication-based parameters (disabled by default). It is active only if Proxy type is set to HTTP. NOTE: This parameter does not contain markup and is only displayed in visual mode for task construction and configuration purposes.
Proxy server	No	The hostname (server.domain.com) or IP address (xxx.xxx.xxx.xxx) of the proxy server. This parameter is available only if Proxy type is set to HTTP.
Proxy username	No	The proxy username to authenticate with. This parameter is available only if Use Authentication is enabled.
Proxy port	No	The port number to use to connect to the proxy server. This parameter is available only if Proxy type is set to HTTP. The default value is 808.
Proxy password	No	The proxy password to authenticate with. This parameter is available only if Use Authentication is enabled.