SharePoint Files Input Tool

Use the SharePoint File Input tool to read the data from the SharePoint site.

Tool Configuration

To install the SharePoint Input tool, open the Designer application and select the SharePoint build from the explorer window. Then select the connector tool file from the explorer window.

1. To add SharePoint Files Input into the workflow, go to the Connectors tab, select SharePoint Files Input and drag and drop the tool to the canvas.
2. Select the SharePoint Files Input, enter the credential details in the panel shown on the left side and select Test Connection.
3. When the connection has been tested successfully, select the Connect button.
4. You can now choose Site and Document Library.
   File Path for the selected file is modified according to the selection made.
5. In the Options tab, you can check File Format, Max Field Length, Field Delimiter (comma by default). Also you can Quote Characters (None by default), Attach Metadata, and check page coding.
   For unsupported file format (other than CSV, XLSX and YXDB) you will get an error message.
6. The tree view is populated according to the site selected. Based on the selected file format there is multiple options present in the Options tab.
7. For the XLSX file format, you can load data from:

   • All Sheets (the input format is determined by the first sheet, so all other sheets must agree in data format and column count. Sheets with differences will be skipped).

   • Selected Sheets

   • Named Range

   • Import only the List of Sheet Names: Specify the sheets by providing sheet names (comma-separated and case-senstitive) or sheet numbers (comma-separated or dash-separated), for example “SheetA, SheetB” or “2,4-7".

   • The data can be specified manually as well by selecting Manual Entry:

     • Sheet names and range entry format: SheetNames[SheetName](RangeStart:RangeEnd)

     • Named range entry format: NamedRange[RangeName]

8. Select Run to execute the workflow.