SharePoint Actions
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 SharePoint activities, organizations have the power to automate all SharePoint business and IT processes on a single platform. Native SharePoint support delivers a comprehensive automation solution, enabling businesses to integrate SharePoint with disparate applications across their network. Pre-built SharePoint activities and drag-and-drop interface automate the management and administration of SharePoint users, sites, libraries, workflows, and lists. With SharePoint activities, you can:
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Implement code-free SharePoint automation
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Save time uploading or downloading files to SharePoint sites
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Eliminate latency, errors, and operational costs
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Retrieve and control SharePoint workflows
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Manage SharePoint users and groups
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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 |
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SESSION |
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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. |
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Ends a SharePoint session initially created with the use of the Create Session activity. |
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FILE |
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Checks in a document. |
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Checks out a document. |
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Copies a file from the source URL to the destination URL. |
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Deletes an existing file or document in a SharePoint library. |
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Discards an existing check out. |
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Downloads the file(s) specified from the SharePoint site. To specify more than one file, use wildcard characters (e.g., * or ?). To specify multiple files or wildcard masks, separate them with a pipe character (e.g., source/*.txt|source/*.bak). |
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Retrieves files from a SharePoint library. |
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Moves a file from the source URL to the destination URL. |
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Uploads one or more local files to a SharePoint library. |
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FOLDER |
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Creates a folder in an existing document library. |
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Deletes a folder in an existing document library. |
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Retrieves folders from a SharePoint library. |
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Renames a folder from the specified SharePoint library. |
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LIST |
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Creates a new SharePoint list. |
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Deletes an existing list. |
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Retrieves list information and populates a dataset with results. |
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Retrieves available lists and populates a dataset with the results. |
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Updates a list based on the specified field definitions and list properties. |
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LIST ITEM |
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Adds an item to an existing SharePoint list. |
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Retrieves list items and populates a dataset with the results. |
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Removes an item from the specified list. |
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Updates an item from the specified list. |
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ATTACHMENT |
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Adds an attachment to the specified item in a SharePoint list. |
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Deletes an existing attachment from the specified SharePoint list. |
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Downloads an attachment from a list item in a Microsoft Windows SharePoint Service. |
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Retrieves attachments from the specified list item and populates a dataset with the results. |
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SITE |
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Creates a new SharePoint site. |
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Deletes an existing SharePoint site. |
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Retrieves available sites and populates a dataset with the results. |
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Updates information for the specified site. |
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Retrieves available sites/sub-sites from a SharePoint server and populates a dataset with the results. |
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SERVER |
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Performs a site collection backup. |
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Creates a user alert which is used to notify a user of changes to SharePoint content. |
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Deletes a specific alert assigned to a user identified by the Alert ID. |
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Retrieves a list of audit logs for a site collection and populates a dataset with results. |
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Retrieves a list of user alerts and populates a dataset with results. |
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Restores a site that has been previously backed up. |
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Updates the settings and content of an existing user alert. |
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WORKFLOW |
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Cancels a SharePoint workflow in progress based on its instance ID. |
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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. |
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Retrieves information with regards to existing workflows and populates a dataset with results. This activity supports retrieval of site and list workflows. |
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Resumes a suspended SharePoint workflow based on its instance ID. |
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Starts a SharePoint workflow. |
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Suspends a running SharePoint workflow based on its instance ID. |
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Terminates a SharePoint workflow based on its instance ID. |
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VIEW |
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Creates a view with the specified name, view fields, query, row limit, and denotes whether or not it is the default view. |
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Deletes a view from a SharePoint list. |
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Retrieves views from a SharePoint server and populates a dataset with the results. |
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Updates an existing view's attributes (e.g., row limit, columns, mark as default, etc.). |
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GROUP |
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Creates a new SharePoint group. |
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Deletes an existing group. |
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Retrieves available groups and populates a dataset with the results. |
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Updates information for the specified group. |
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USER |
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Adds a user to the specified group. |
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Retrieves available users from the specified group and populates a dataset with the results. |
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Removes the specified user from the specified group. |
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ROLE |
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Creates a new role assignment in which to add items to. |
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Deletes an existing role. |
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Retrieves available roles and populates a dataset with the results. |
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Updates information for the specified role definition. |