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:

  • 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

SESSION

 

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 - End session

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

FILE

 

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 - Delete file

Deletes an existing file or document in a SharePoint library.

SharePoint - Discard check out

Discards an existing check out.

SharePoint - Download file(s)

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).

SharePoint - Get file(s)

Retrieves files from a SharePoint library.

SharePoint - Move file

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

SharePoint - Upload file(s)

Uploads one or more local files to a SharePoint library.

FOLDER

 

SharePoint - Create folder

Creates a folder in an existing document library.

SharePoint - Delete folder

Deletes a folder in an existing document library.

SharePoint - Get folder(s)

Retrieves folders from a SharePoint library.

SharePoint - Rename folder

Renames a folder from the specified SharePoint library.

LIST

 

SharePoint - Create list

Creates a new SharePoint list.

SharePoint - Delete list

Deletes an existing list.

SharePoint - Describe list

Retrieves list information and populates a dataset with results.

SharePoint - Get list(s)

Retrieves available lists and populates a dataset with the results.

SharePoint - Update list

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

LIST ITEM

 

SharePoint - Add list item

Adds an item to an existing SharePoint list.

SharePoint - Get list item(s)

Retrieves list items and populates a dataset with the results.  

SharePoint - Remove list item

Removes an item from the specified list.

SharePoint - Update list item

Updates an item from the specified list.

ATTACHMENT

 

SharePoint - Add attachment

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

SharePoint - Delete attachment

Deletes an existing attachment from the specified SharePoint list.

SharePoint - Download attachment

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

SharePoint - Get attachment(s)

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

SITE

 

SharePoint - Create site

Creates a new SharePoint site.

SharePoint - Delete site

Deletes an existing SharePoint site.

SharePoint - Get site(s)

Retrieves available sites and populates a dataset with the results.

SharePoint - Update site

Updates information for the specified site.

SharePoint - Search site(s)

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

SERVER

 

SharePoint - Backup site

Performs a site collection backup.

SharePoint - Create user alert

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

SharePoint - Delete user alert

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

SharePoint - List audit logs

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

SharePoint - List user alert(s)

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

SharePoint - Restore site

Restores a site that has  been previously backed up.

SharePoint - Update user alert

Updates the settings and content of an existing user alert.

WORKFLOW

 

SharePoint - Cancel workflow

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

SharePoint - Get workflow instance(s)

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 workflow(s)

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

SharePoint - Resume workflow

Resumes a suspended SharePoint workflow based on its instance ID.

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.

VIEW

 

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 - Delete view

Deletes a view from a SharePoint list.

SharePoint - Get view(s)

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

SharePoint - Update view

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

GROUP

 

SharePoint - Create group

Creates a new SharePoint group.

SharePoint - Delete group

Deletes an existing group.

SharePoint - Get group(s)

Retrieves available groups and populates a dataset with the results.

SharePoint - Update group

Updates information for the specified group.

USER

 

SharePoint - Add user to group

Adds a user to the specified group.

SharePoint - Get user(s)

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

SharePoint - Remove user from group

Removes the specified user from the specified group.

ROLE

 

SharePoint - Create role

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

SharePoint - Delete role

Deletes an existing role.

SharePoint - Get role(s)

Retrieves available roles and populates a dataset with the results.

SharePoint - Update role

Updates information for the specified role definition.