SharePoint Connector – SharePoint becomes a process step
SharePoint is the central place for documents, lists and approval processes in many companies – and exactly where the manual breaks often occur: documents have to be uploaded, lists updated, permissions set and changes manually tracked. The linqi SharePoint connector closes this bridge directly in the process. Your processes create list items and folders, read, update and delete them, attach files, run check-in and check-out, assign and reset permissions, resolve user groups and react to events from SharePoint itself. The connection is maintained centrally as a connection in linqi, so that all your processes work against the same SharePoint environment without credentials being repeated in each individual step.
The decisive point is the mapping: via a clean column assignment you connect the data of your process with the columns of your SharePoint lists and libraries – and via filter mappings you control which items are addressed. This way the content in SharePoint stays automatically up to date, without anyone manually transferring in between. The manual upkeep of lists and libraries becomes a documented, automatic step in your workflow.
From the process to SharePoint – with clean mapping
With the SharePoint connector, linqi writes to and reads from your SharePoint environment. The connection is maintained centrally as a connection, and via the column mapping the data of your process is assigned to the columns of your lists and libraries – so the right values land in the right columns, without manual re-entry. Via filter mappings you control which items an action addresses. In the process itself, the typical SharePoint actions are available: create, read, update or delete items and folders, attach files, run check-in and check-out, assign or reset permissions, resolve user groups and react to events from SharePoint. This way the content in SharePoint stays automatically up to date, and your processes work on the current state – instead of data that someone has manually synchronised.
How you connect SharePoint
- Create the connection:
You connect linqi centrally to your SharePoint environment – as a maintained connection, not per process. - Map the columns:
With the column mapping you connect the data of your process with the columns of your lists and libraries. - Run the actions:
Your processes create, read, update and delete items, attach files and manage check-in/check-out and permissions. - React to events:
Changes in SharePoint can trigger processes – this keeps the workflow in step with the content.
This way SharePoint becomes a part of your workflow – and not a place where data has to be maintained afterwards.
Frequently asked questions about the SharePoint Connector
Which actions are available?
Create, read, update and delete items and folders, attach files, check-in/check-out, assign and reset permissions, resolve user groups and react to SharePoint events.
How are the columns assigned?
Via the column mapping, the data of your process is assigned to the columns of your lists and libraries – so the right values land in the right columns.
Can processes react to SharePoint changes?
Yes. Events from SharePoint can trigger processes – this keeps the workflow in sync with the content in SharePoint.
How is the connection maintained?
As a central connection in linqi – all processes use the same, maintained connection to your SharePoint environment.