Upload File
Description
Upload File plugin uploads a file from local machine to Document Library present in a specified site in SharePoint Online.
Prerequisites
- SharePointOnline instance with access details.
- Refresh Token generated using ClientID, which is generated after creating App in Azure AD.
- You require the following permissions for app on Azure:
| Account Type | Permission type | Permission (from least to most privileged) |
|---|---|---|
| Work or School account | Delegated | Files.ReadWrite, Files.ReadWrite.All, Sites.ReadWrite.All |
Configuration
| No. | Field Name | Description |
|---|---|---|
| 1 | Step Name | Specify the name of the step. This name must be unique in a single workflow. This is a mandatory field. |
| Connection: | ||
| 2 | Client ID | Specify the Client ID of the SharePoint App. For information about creating a client ID, see Appendix 18: SharePoint: App Registration & Refresh Token Generation. The field data type is String. This is a mandatory field. |
| 3 | Accept value as variable/static | Select the checkbox if you want to enter the Refresh Token name in the Refresh Token field. If you do not select the checkbox, then you can select the refresh token from the Refresh Token field. |
| 4 | Refresh Token | Specify or select the Refresh Token generated using the Client ID, which is created after registering the App in Azure AD. This is a mandatory field. |
| 5 | Test Connection | Verifies whether the connection is established or not. Note: This connection will not work for the previous step variables. The button will only work with static values and environment variables. |
Input Tab
| No. | Field Name | Description |
|---|---|---|
| 1 | Site Relative URL | Select the SharePoint site-relative URL in the format {Tenant Name}.sharepoint.com:/{SharePoint Site Path}. Example: firstUser.sharepoint.com:/sites/TestingSite. Note: For the root site (Communication Site), there is no need to provide the SharePoint site path. This is a mandatory field. |
| 2 | Document Library Name | Select the name of the Document Library in which to perform the operation. This is a mandatory field. |
| 3 | File To Upload | Browse and select the full local file path to be uploaded. Example: C:\\Temp\\Sample.txt. This is a mandatory field. |
| 4 | SharePoint Folder Path | Select the SharePoint path where the file will be uploaded (from the root of the Document Library). Example: Folder1/Folder2. To upload at the root, provide the path as /. This is a mandatory field. |
Additional Input Tab
| No. | Field Name | Description |
|---|---|---|
| 1 | If File Exists on SharePoint | Select what action to take if the file already exists at the destination path. Allowed values: fail, replace, rename. |