ÃÛ¶¹ÊÓƵ

DocumentationWorkfrontWorkfront Guide

SharePoint modules

Last update: Thu Nov 21 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

In an ÃÛ¶¹ÊÓƵ Workfront Fusion scenario, you can automate workflows that use SharePoint, as well as connect it to multiple third-party applications and services.

If you need instructions on creating a scenario, see Create a scenario in ÃÛ¶¹ÊÓƵ Workfront Fusion.

For information about modules, see Modules in ÃÛ¶¹ÊÓƵ Workfront Fusion.

Access requirements

You must have the following access to use the functionality in this article:

ÃÛ¶¹ÊÓƵ Workfront plan*
Pro or higher
ÃÛ¶¹ÊÓƵ Workfront license*
Plan, Work
ÃÛ¶¹ÊÓƵ Workfront Fusion license**

Current license requirement: No Workfront Fusion license requirement.

Or

Legacy license requirement: Workfront Fusion for Work Automation and Integration

Product

Current product requirement: If you have the Select or Prime ÃÛ¶¹ÊÓƵ Workfront plan, your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion as well as ÃÛ¶¹ÊÓƵ Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan.

Or

Legacy product requirement: Your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion as well as ÃÛ¶¹ÊÓƵ Workfront to use functionality described in this article.

To find out what plan, license type, or access you have, contact your Workfront administrator.

For information on ÃÛ¶¹ÊÓƵ Workfront Fusion licenses, see ÃÛ¶¹ÊÓƵ Workfront Fusion licenses.

Prerequisites

To use SharePoint modules, you must have a SharePoint account.

SharePoint API information

The SharePoint connector uses the following:

Base URL
https://graph.microsoft.com/v1.0
API version
v1.0
API tag
v1.14.2

Connect SharePoint to Workfront Fusion connect-sharepoint-to-workfront-fusion

Connect SharePoint to Workfront Fusion using a Microsoft account

You can use your Microsoft account to create a connection to SharePoint. For instructions about connecting your Sharepoint account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions

Connect SharePoint to Workfront Fusion using advanced settings

To connect SharePoint to Workfront Fusion without a Microsoft account, you need a Client ID, Client Secret, and Tenant ID.

  1. Click Add near the top of the SharePoint box to open the Create a connection box.

  2. (Optional) Change the default Connection name.

  3. Click Show advanced settings.

  4. Enter the SharePoint Client ID and Client Secret.

  5. Click Continue.

  6. In the sign-in window that displays, enter your credentials to log in to the app if you haven’t already done so.

  7. (Conditional) If an Allow button displays, click the button to connect the app to Workfront Fusion.

SharePoint modules and their fields

When you configure SharePoint modules, Workfront Fusion displays the fields listed below. Along with these, additional SharePoint fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.

If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in ÃÛ¶¹ÊÓƵ Workfront Fusion.

Drive item

Get Changes

This module returns changes that have been made in SharePoint.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Enter Site, Drive, and Folder IDs

Select how you want to identify the location of the folder that you want to retrieve changes in.

  • Enter manually

    Enter or map the Site ID, List ID,Ìý²¹²Ô»å Folder ID in the fields that appear.

  • Select from the list that you follow

    Select the location where you want to retrieve changes.

Token

Create a folder

This action module creates a new folder in SharePoint.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Enter Site, Drive, and Folder IDs

Select how you want to identify the location of the folder you want to create.

  • Enter manually

    Enter or map the Site ID, List ID,Ìý²¹²Ô»å Folder ID in the fields that appear.

  • Select from the list that you follow

    Select the location where you want to create the folder.

Folder name
Enter or map a name for the new folder.

Get a file

This action module retrieves the specified SharePoint file.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Enter Site, Drive, and Folder IDs

Select how you want to identify the location of the file you want to get.

  • Enter manually

    Enter or map the Site ID, List ID,Ìý²¹²Ô»å File ID in the fields that appear.

  • Select from the list that you follow

    Select the location of the file.

Watch folder items

This trigger module starts a scenario when an item is updated in a folder you select.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Enter Site, Drive, and Folder IDs

Select how you want to identify the location of the file you want to get.

  • Enter manually

    Enter or map the Site ID, List ID,Ìý²¹²Ô»å folder ID in the fields that appear.

  • Select from the list that you follow

    Select the location of the folder you want to watch.

Limit
Enter the maximum number of items Workfront Fusion should return during one scenario execution cycle.

Item

Copy Item

This action module copies an existing item in a SharePoint list.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Enter Site, Drive, and Folder IDs

Select how you want to identify the site and list that contain the item you want to copy.

  • Enter manually

    Enter or map the Site ID, List ID,Ìý²¹²Ô»å Item ID in the fields that appear.

  • Select from list that you follow

    In the Item Type field, select whether you are moving a field or a folder. Select the site that contains the item you want to copy, then select the list, then select the item.

Destination ID
Enter or map the ID of the folder you want to copy the item to.
New name
Enter or map a name for the new copy of the item.

Create an item

This action module creates a new item in a SharePoint list.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Create an Item

Select how you want to identify the site and list where you want to create an item.

  • Enter manually

    Enter or map the Site ID and List ID in the fields that appear.

  • Select from the list

    Select the site that contains the list where you want to create an item, then select the list.

Fields
For each field that you want to set for the new item, enter the field's key (identifies the field), and the value that you want the new item to have for that field.

Delete an item

This action module deletes an existing item in a SharePoint list.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Update an Item

Select how you want to identify the site and list that contain the item you want to delete.

  • Enter manually

    Enter or map the Site ID, List ID,Ìý²¹²Ô»å Item ID in the fields that appear.

  • Select from the list

    Select the site that contains the item you want to delete, then select the list, then select the item.

Get an Item

This action module returns the data of a specified item.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Get an Item

Select how you want to identify the site and list that contain the item you want to get.

  • Enter manually

    Enter or map the Site ID, List ID,Ìý²¹²Ô»å Item ID in the fields that appear.

  • Select from the list

    Select the site that contains the list you want to retrieve an item from, then select the list, then select the item.

List Items

This action module retrieves a list of all items in a specified list.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
List Items

Select how you want to identify the list that you want to retrieve items from.

  • Enter manually

    Enter or map the Site ID and List ID  in the fields that appear.

  • Select from the list

    Select the site that contains the list you want to retrieve items from, then select the list.

Limit
Enter or map the maximum number of items you want the module to return during each scenario execution cycle.

Move an Item

This action module copies an existing item in a SharePoint list.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Enter Site, Drive, and Folder IDs

Select how you want to identify the site and list that contain the item you want to move.

  • Enter manually

    Enter or map the Site ID, List ID,Ìý²¹²Ô»å Item ID in the fields that appear.

  • Select from list that you follow

    In the Item Type field, select whether you are moving a field or a folder. Select the site that contains the item you want to copy, then select the list, then select the item.

Destination ID
Enter or map the ID of the folder you want to move the item to.
New name
Enter or map a name for the moved item.

Update an item

This action module updates an existing item in a SharePoint list.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Update an Item

Select how you want to identify the site and list that contain the item you want to update.

  • Enter manually

    Enter or map the Site ID, List ID,Ìý²¹²Ô»å Item ID in the fields that appear.

  • Select from the list

    Select the site that contains the item you want to update, then select the list, then select the item.

Fields
For each field that you want to update for the new item, enter the field's key (identifies the field), and the new value that you want the item to have for that field.

Watch Items (Scheduled)

This trigger module starts a scenario when an item is created or modified.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Watch Lists
Select whether you want to watch lists by creation time (new items) or by modification time (updated items).
Enter Site and List ID

Select how you want to identify the site and list that you want to watch.

  • Enter manually

    Enter or map the Site ID and List ID  in the fields that appear.

  • Select from the list that you follow

    Select the site that you want to watch, then select the list. These drop-downs only retrieve followed sites.

Limit
Enter or map the maximum number of items you want the module to return during each scenario execution cycle.

List

Create a List

This action module creates a new list in SharePoint.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Enter a Site ID

Select how you want to identify the site and list where you want to create a list.

  • Enter manually

    Enter or map the Site ID where you want to create a list.

  • Select from the list

    Select the site where you want to create a list.

Display Name
Enter or map a name for the new list.
Description
Enter or map a description for the new list.
Add Columns
For each column that you want to set for the new list, enter a Name for the field, and select the Type of value that you want the new column to have.

Get a List

This action module returns the data of a specified list.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Get a List

Select how you want to identify the site and list that contain the item you want to get.

  • Enter manually

    Enter or map the Site ID and List ID in the fields that appear.

  • Select from the list

    Select the site that contains the list you want to retrieve, then select the list.

List Lists

This action module retrieves a list of all items in a specified list.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
List Lists

Select how you want to identify the site that you want to retrieve lists from.

  • Enter manually

    Enter or map the Site ID.

  • Select from the list

    Select the site that contains the lists you want to retrieve. The drop-down retrieves only sites you follow.

Limit
Enter or map the maximum number of lists you want the module to return during each scenario execution cycle.

Watch Lists

This trigger module starts a scenario when a list is created or modified.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Watch Lists
Select whether you want to watch lists by creation time (new items) or by modification time (updated items).
Enter Site and List ID

Select how you want to identify the site and list that you want to watch.

  • Enter manually

    Enter or map the Site ID where the list you want to watch is located.

  • Select from the list that you follow

    Select the site that you want to watch. The drop-down only retrieves site you follow.

Limit
Enter or map the maximum number of lists you want the module to return during each scenario execution cycle.

Page (Beta)

NOTE
APIs in the beta version in Microsoft Graph are subject to change. The use of these APIs in production applications is not supported.

Get a Page

This action module returns the data of a specified page.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Get a Page

Select how you want to identify the page that you want to retrieve.

  • Enter manually

    Enter or map the Site ID and Page ID.

  • Select from the list

    Select the site that contains the page you want to retrieve, then select the page.

Site

Get a Site

This action module returns the data of a specified site.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Get a Site

Select how you want to identify the page that you want to retrieve.

  • Enter manually

    Enter or map the Site ID.

  • Select from the list

    Select the site that you want to retrieve.

Search Sites

This action module searches for sites by a parameter you specify.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Keyword of Display Name
Enter or map the search term that you want to search the sites for.
Limit
Enter or map the maximum number of sites you want the module to return during each scenario execution cycle.

Other

Get Changes

This module retrieves additions, updates, and deletions made in the SharePoint folder.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
Enter Site, Drive, and Folder IDs

Select how you want to identify the site and list that contain the item you want to update.

  • Enter manually

    Enter or map the Site ID, Drive ID,Ìý²¹²Ô»å Folder ID in the fields that appear.

  • Select from the list

    Select the site that contains the item you want to update, then select the drive, then select the folder.

Token
The token identifies from what point the module should begin retrieving changes.

Make an API Call

This module allows you to perform a custom API call.

Connection
For instructions about connecting your SharePoint account to Workfront Fusion, see Connect SharePoint to Workfront Fusion in this article.
URL
Enter a path relative to https://graph.microsoft.com. Example: /beta/sites
Method
Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods in ÃÛ¶¹ÊÓƵ Workfront Fusion.
Headers
Add the headers of the request in the form of a standard JSON object.For example, {"Content-type":"application/json"}. Workfront Fusion adds the authorization headers for you.
Query String
Add the query for the API call in the form of a standard JSON object.
Type
Select the type of data that you want to send in your API call.
Body

Add the body content for the API call in the form of a standard JSON object.

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

Watch events

This instant trigger module starts a scenario when an item is added, updated, or deleted in SharePoint.

Webhook
Select an existing webhook, or click Add to create a new webhook.
recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43