- 2023.1
- Designer
- [en] Data Sources
- [en] Microsoft SharePoint
[en] Microsoft SharePoint
[en] Connection Type | [en] Alteryx Tool. The latest version is available from the Alteryx Community. |
[en] Driver Details | [en] For more information, see Microsoft portal. |
[en] Type of Support | [en] Read & Write |
[en] Validated On | [en] SharePoint Files tools: Online [en] SharePoint List tools: 2007, 2010, 2013, 2016, Online |
[en] Version | [en] Description |
[en] v5.0.10 |
[en] Known Issue
|
[en] v2.4.1 |
[en] Known Issues
|
[en] v2.4.0 |
[en] Known Issues
|
[en] v2.3.0 |
[en] Known Issues
|
[en] v2.2.0 |
|
[en] v2.1.0 |
|
[en] v2.0.1 |
|
[en] v1.1.1 |
|
[en] v1.1.0 |
|
[en] v1.0.4 |
|
[en] Alteryx Tools Used to Connect
重要
[en] As of Alteryx Designer and Server 2022.3, we deprecated the SharePoint List tools. Install the SharePoint tools which provide updated features.
[en] We renamed SharePoint Files to SharePoint in version 2.2.0.
[en] In SharePoint version 2.2.0, we temporarily removed support for SharePoint On-Premise (version 2013 and 2016). In SharePoint version 2.3.0, we re-enabled the support for SharePoint On-Premise.
[en] As of SharePoint Files Output version 2.1.0, we included the list reading functionality in SharePoint Files Output.
[en] As of SharePoint Files Input version 2.0.1, we included the list reading functionality in SharePoint Files Input.
[en] Standard Workflow Processing
[en] SharePoint Input Tool

[en] Link
[en] SharePoint Output Tool

[en] Link
[en] SharePoint List Input Tool

[en] Link
[en] SharePoint List Output Tool

[en] Link
[en] Data Connection Manager
[en] The SharePoint tools version 2.2.0 and later support Data Connection Manager for an easier and a safer storage of your credentials. Create a connection to SharePoint and easily reuse the stored credentials in workflows that include the SharePoint tools. Alteryx Server requires stored credentials to successfully run the published workflows.
[en] Enable AMP Engine
[en] Make sure you have the AMP engine enabled for the workflows which contain the SharePoint tools version 2.2.0 and later.
[en] Custom API Application Setup
[en] Before using the SharePoint Online tools, you need to register an application endpoint for external clients.
[en] SharePoint List app-only authentication requires a certificate.
[en] For more information on how to build and manage an application using the Microsoft Azure cloud services, refer to the Azure documentation.
[en] Navigate to Microsoft Azure.
[en] Sign in with your Microsoft Azure Active Directory account.
[en] On the Home screen use Search, or go to the upper left corner menu to open the Azure Active Directory service.
[en] Open App registrations in the left menu.
[en] Select + New registration.
[en] Specify the Name of the app.
[en] Choose desired account type – both Single tenant and Multitenant are allowed.
[en] In the Redirect URI part:
[en] For Sharepoint Files version 1.1.1 and earlier: Select Single-page application (SPA) from the dropdown menu and set the two URLs:
[en] For SharePoint Files Input version 2.0.1, Sharepoint Files Output version 2.1.0, and later: Select Web-page application (WPA) from the dropdown menu and set the URL:
[en] http://localhost/
[en] Select Register.
[en] The Application (client) ID is your Client ID.
[en] The Directory (tenant) ID is your Tenant ID.
[en] Go to Client credentials and add New client secret.
[en] Copy the Value as it won't be accessible again once you leave the page - this is your Client Secret.
[en] Go to API permissions to add these Delegated permissions - Microsoft Graph
[en] Files.ReadWrite.All
[en] offline_access
[en] openid
[en] User.Read
[en] Sites.Read.All
[en] email
[en] profile
[en] Files.Read.All
[en] For Sharepoint Files Input version 2.0.1 and later, add also these Delegated permissions - SharePoint:
[en] AllSites.Manage
[en] AllSites.Read
[en] AllSites.Write
[en] Sites.Search.All
[en] If you want to use service principal (app-only authentication) add the following permissions:In API permissions, add these Application permissions - Microsoft Graph:
[en] a. Files.Read.All
[en] b. Files.ReadWrite.All
[en] c. Sites.Read.All
注意
[en] For Sharepoint version 2.2.0 and later, the tool supports Sites.Selected instead of Sites.Read.All. In API permissions, add this Application permissions - Microsoft Graph: Sites.Selected. See How to set up SharePoint Sites.Selected for more information on configuring this setup.
[en] Now you can use this app in your Alteryx SharePoint Files connector. To authenticate login, you will need your User Name, Password, Client ID, and Client Secret ID , and Tenant ID provided with application registration.
[en] For more information, visit the Microsoft portal.
[en] Additional Details
[en] SharePoint stores all DateTime values as UTC. To correctly convert your system's DateTime values to and from UTC, do the following:
[en] When writing to SharePoint, convert your system's timezone to UTC with the DateTimeToUTC() function.
[en] When reading from SharePoint, convert from UTC to your system's timezone with the DateTimeToLocal() function.
[en] Otherwise, use another DateTime Function to perform the calculation. For additional information, see Functions.
重要
[en] Desktop Automation (Scheduler) is not supported by SharePoint (SharePoint Files).