Connector for Microsoft SharePoint in processes

Processes module Access to data from the SharePoint server can also be realized using processes. A differentiation is made between the following scenarios:

1. Use as interactive user

A process is initiated by a triggering data record event, which triggers the corresponding actions. In this case, the process can only access the SharePoint authentication information from the currently logged on Intrexx user.

2. Use with timer events

When using timer events, there is no interactive user. In this case, a dialog can be used to select a predefined user in whose user context the desired further workflow actions are performed.

If the Process Manager has recognized the selected data group as a connection to an OData service, a user can then be defined in this dialog. The context of the selected user is used to perform the queries. With the "Login as static user" option, the "Select user" link will be activated. Clicking on this link opens a dialog that allows users from the data source configuration that have been created and assigned to SharePoint users to be selected. In the lower area, enter the desired connection data to the SharePoint server. With the option "User from system value", the system value has to contain a user GUID. Please note that the SharePoint configuration has to contain a valid mapping for this user. With the User switch action users can be switched during the process. If a static user is assigned both within the data group and the process, this user has priority.

A user who publishes a process with a user switch action must possess sufficient permissions to do so. Normally, the user will inherit sufficient rights by belonging to the Administrators user group.

3. More information

System requirements
Consume SharePoint data
SharePoint data in applications
Export / Import