The appropriate data handler is entered automatically when you select
a Microsoft SharePoint connection.
Table/ View
You can enter the name of the table or view directly or click on
"Search" and search for
name of the table or view in the
dialog
that opens. Click on "OK" once you have selected your table view.
Click
here
for more information about the settings for logging in.
The data fields, which should be provided by the Microsoft SharePoint service and
displays in applications, can now be selected on the
Data fields tab
and then linked to
application elements.
2. Data fields
In SharePoint, there are two types that can be used for managing data:
Document library
List
Every element has exactly one file attachment in a document library,
whereas a list element can have any number of file attachments. In every
SharePoint data group, there is a virtual data field "SharePointDocument",
which does not exist on the SharePoint site, but is generated by the
connector. It is recognized by Intrexx
as a file field and provides the ability to access the files from a SharePoint
dataset. In the
properties of the File data field,
you can determine which type (document library or list) you would like to use
in your external data group.
Select the file data field here and click on
Edit.
The title of the data field and handler class for the SharePoint
connection are shown on the
General tab.
The following entries are also required here:
Version
Select the version of your SharePoint server.
Type
Select whether you would like to use a "Document library" or a "List" here.
When using a document library, additional details for ascertaining the
metadata are required; these are described below. The "List" type simply
requires you to select the version and optionally set up the "Check-Out"
option.
File name
For a document library, select the field where the name of the
file is saved or, where applicable, created.
File path
For a document library, select the field where the directory,
where the files are stored, are saved or, where applicable, created.
Last edited
For a document library, select the field where
the date of the last edit is saved.
Content Type ID
For a document library, select the field that contains the type of
document in the form of an ID so that the documents, which you attach,
can be assigned to the correct category later.
Check-Out required
This option allows you to specify that documents must be checked-out
before being edited. In the box below, you can select the field where
comments about the changes made can be entered. This function is
only supported by SharePoint 2013.
3. Displaying and editing SharePoint files and fields
The data from a SharePoint external data group can, for example, be displayed
in a view table.
In the properties of the view table,
select the SharePoint external data group in the drop-down list "Data group"
and insert the fields that you would like to show in the table by clicking on
Add column. You can see an example
of the appearance of a document library below.
And here is an example of a SharePoint list.
If you would like to add data or edit existing data, you can create an
edit page
in the SharePoint external data group.
Connect the edit elements to the data fields from the external data group.
The SharePoint data field is already selected for the
File selection element.
By adding a button
to the corresponding
view table,
you can now modify existing data.
If the file control is linked to a document library in SharePoint,
then the option "Replace existing files" needs to be activated in the
properties of the file selection
under "Upload mode" because only one file can be saved per dataset
in a document library. The option "Attach files at end" is recommended
for SharePoint lists.
Please note: In order for files to be saved to document
libraries successfully, at least one entry field for the path
needs to be on the entry page.
Path: The storage location must be determined in the format of a
SharePoint path here. This is usually the relative path to a list
or library in a SharePoint site (e.g. /published documents). If
you would like to save to a subfolder, attach this at the end of the
path (e.g. /published documents/subfolder). It is recommended to
automatically allocate this value in the field. Alternatively, the
field can be moved to the hidden area, provided the value can be
identified automatically.
Optionally, the field "Name" for the file name and "Title" for the
title can be added. If the field for the file name is not provided,
Intrexx will automatically ascertain the value from the name of the
uploaded file.
If you would like to edit the data of a SharePoint list, check the
setting "Enable multi-file upload" in the
properties of the File selection.
4. Creating and editing SharePoint folders
Folders are a special feature of document libraries. Even these can be
created and edited using Intrexx but to do that, certain requirements
need to be taken into account.
An edit page must at least have edit fields for Name, Path (parent
directory) and ContenttypeID. The field ContenttypeID has to contain
the value "0x120". The field can be predefined with this value and
placed in the
hidden area.
The field Path must contain the path of the parent directory
(e.g. /Published documents). Additionally, the title can be specified.
In the external data group of the document library, the following
expert settings need to be defined:
sharepoint.document.library = true
sharepoint.file.contenttype.field.guid = GUID of the ContenttypeID field
sharepoint.folder.name.field.guid = GUID of the Name field
sharepoint.folder.name.field.guid = GUID of the Path field
sharepoint.version = SharePoint Version (SP2013 or SP2010)