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SharePoint

The SharePoint connection in linqi allows you to interact with Microsoft SharePoint from processes. For example, you can upload documents, read and create entries in lists, create folders and much more.

info

To be able to use the SharePoint connection, you must activate the corresponding feature in the business unit management.

Connection​

To be able to work with a SharePoint server via the SharePoint actions in linqi, you must first create a corresponding connection in the connection management ( button in the navigation). In the connection list, you can use the plus button on the top right-hand side and then select SharePoint.

You have the following options in the connection settings

  • Display name:
    The display name helps you to reuse the connection and can be freely assigned.
  • Type of authentication:
    Here you can define the way linqi logs on to the server. The following options are available:
    • User name and password:
      Here linqi attempts to log on to the SharePoint server with a user name and password. This can be used for SharePoint OnPremise environments.
    • User and ClientId (SharePoint Online):
      This login type is to be used exclusively for SharePoint Online. Here linqi logs on in the context of a user via Microsoft Entra. You must create a corresponding app registration (see below).
    • ClientId and certificate (SharePoint Online):
      This login type is to be used exclusively for SharePoint Online. Here linqi logs on in the context of an application via Microsoft Entra. You must create a corresponding app registration (see below).
    • ADFS:
      This login type is used to log in to SharePoint via an ADFS server. This can be helpful for OnPremise environments.
  • Username:
    If you are logging in in the context of a user (all types except ClientId and Certificate) you must enter the username of the account you want to log in with here. This could be the account of a real person or a service account.
  • Password:
    Enter the password of the user you want to log in with here. This cannot be retrieved afterwards.
  • Client Id:
    To be able to log in to SharePoint Online, you must create an app registration in Microsoft Entra ID and enter the Client Id here. The details of the app registration requirements can be found in the question mark next to the Client Id field.
  • Tenant Id:
    If you use a certificate for registration, you must enter the Tenant Id here. You can also find this on the app registration overview page in Microsoft Entra Id.
  • Certificate:
    If you are using a certificate as the type of connection, you must upload the corresponding certificate with private key here.
  • Certificate password:
    If you are using a certificate as the type of connection, you must enter the password for the certificate here.

Actions​

You will find the SharePoint actions in the process actions area.