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Enhance your document collaboration and revolutionize your workflows by seamlessly integrating powerful applications such as Microsoft 365, Adobe, and Dropbox to streamline your document management pr

Intelligent Document Collaboration 

Microsoft 365、Adobe、Dropbox などの強力なアプリケーションをシームレスに統合してドキュメント管理プロセスを合理化することで、ドキュメントのコラボレーションを強化し、ワークフローに革命をもたらします。

Excel ファイルから直接ドキュメント作成を自動化することで、貴重な時間と労力を節約します。自動生成の利便性を享受しながら、ドキュメント全体の正確さと一貫性を確保します。

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RPA Developer

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The latest version comes with 2 brand new Authentication Methods: **AppOnly** and **AzureApp**. (full details for these 2 can be found in the PDF documentation in the resources Tab)

  

**AzureApp** is a login mode that will use an Azure App to impersonate a specific user and perform actions on their behalf. It uses the AzureApplicationID, AzureAppPermissions, Username and Password/SecurePassword properties. T**his login mode is only available for SharePoint Online instances only.**

  

You should use **AppOnly** for SharePoint sites for which you are able to create an app-principal. When you create a SharePoint app-principal you will obtain a  Client Id and a Client Secret  and you will use the two codes for logging in and the credentials are no longer required!

**This is an indepth guide on how an app-principal can be created:** https://docs.microsoft.com/en-us/sharepoint/dev/solution-guidance/security-apponly-azureacs

**This cheatsheet can be used to assign permissions to an Appp-Principal:** https://medium.com/ng-sp/sharepoint-add-in-permission-xml-cheat-sheet-64b87d8d7600

  

The **WebLogin** Authentication Mode (found under the SharePoint Instance Type property) which can  potentially authenticate the robot even if the SharePoint instance is using 3rd party identity providers or if only multi factor authentication is possible. This happens by prompting the user to insert their credentials the first time the workflow is executed, afterwards which the robot stays authenticated. **Given that this mode requires human input, it is recommended that this authentication mode is used only for attended automation**

  

**Activities**

1.**SharePoint Activity Scope**

**2.SharePoint.Activities.Lists**

· AddListItem

· GetListItems

· DeleteListItems

· UpdateListItems

· AddListItemAttachments

· GetListItemAttachments

· DeleteListItemAttachments

**3.SharePoint.Activities.Libraries**

· CreateFolder

· Delete

· GetChildrenNames

· GetFile

· UploadFile

· UploadLargeFile

· MoveItem

· RenameItem

· Check In File

· Check Out File

· Discard check out

**4.SharePoint.Activities.Users**

· AddUsersToGroup

· CreateUserGroup

· RemoveGroup

· RemoveUserFromGroup

· GetUser

· GetAllUsersInsideGroup

**5.SharePoint.Activities.Permissions**

· AddPermission

· RemovePermission

· GetAllPermissionsFromGroup

6\. Sign Out

7\. Get Web Login User

8\. GetTimezone

  

**Prerequisites**

· Have access to an instance of SharePoint and an account with all the necessary permissions. **You will not be able to use this package using your credentials to do any operations that you couldn't do on your SharePoint environment in the browser.**

· **This solution might not work if your SharePoint instance is using a 3rd party Identity Provider.**

  

**Please find more details on how to use each of the activities on the package in the attached documentation!**

A custom activities package that allows the management of List Items, Library Files and Folders, Users, Groups and Permissions. New activities and 2 new authentication modes have been added in v1.7.0

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Visual Basic

f57b5d21-33fc-4541-9be0-8964e5d56eae.pdf

012e6bcc-fa8c-4fcc-9042-6fbce0f20ab3.zip

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The latest version comes with 2 brand new Authentication Methods: **AppOnly** and **AzureApp** (full details for these 2 can be found in the PDF documentation in the Resources section).

  

**AzureApp** is a login mode that will use an Azure App to impersonate a specific user and perform actions on their behalf. It uses the AzureApplicationID, AzureAppPermissions, Username and Password/SecurePassword properties. **This login mode is only available for SharePoint Online instances only.**

  

You should use **AppOnly** for SharePoint sites for which you are able to create an app-principal. When you create a SharePoint app-principal you will obtain a Client Id and a Client Secret. You will use the two codes for logging in and the credentials are no longer required!

  

**This is an indepth guide on how an app-principal can be created:** https://docs.microsoft.com/en-us/sharepoint/dev/solution-guidance/security-apponly-azureacs.

  

**This cheatsheet can be used to assign permissions to an App-Principal:** https://medium.com/ng-sp/sharepoint-add-in-permission-xml-cheat-sheet-64b87d8d7600.

  

The **WebLogin** Authentication Mode (found under the SharePoint Instance Type property) can potentially authenticate the robot even if the SharePoint instance is using 3rd party identity providers or if only multi-factor authentication is possible. This happens by prompting the user to insert their credentials the first time when the workflow is executed, afterwards the robot stays authenticated. **Given that this mode requires human input, it is recommended that this authentication mode is used only for attended automation.**

  

**Activities**

  

**1\. SharePoint Activity Scope**

**2\. SharePoint.Activities.Lists**

· AddListItem

· GetListItems

· DeleteListItems

· UpdateListItems

· AddListItemAttachments

· GetListItemAttachments

· DeleteListItemAttachments

**3\. SharePoint.Activities.Libraries**

· CreateFolder

· Delete

· GetChildrenNames

· GetFile

· UploadFile

· UploadLargeFile

· MoveItem

· RenameItem

· Check In File

· Check Out File

· Discard check out

**4\. SharePoint.Activities.Users**

· AddUsersToGroup

· CreateUserGroup

· RemoveGroup

· RemoveUserFromGroup

· GetUser

· GetAllUsersInsideGroup

**5\. SharePoint.Activities.Permissions**

· AddPermission

· RemovePermission

· GetAllPermissionsFromGroup

**6\. Sign Out**

**7\. Get Web Login User**

**8\. GetTimezone**

  

**Prerequisites**

  

· Have access to an instance of SharePoint and an account with all the necessary permissions. **You will not be able to use this package using your credentials to do any operations that you couldn't do on your SharePoint environment in the browser.**

· **This solution might not work if your SharePoint instance is using a 3rd party Identity Provider.**

  

**Please find more details on how to use each of the activities on the package in the attached documentation!**

Version	Release Date	Download Link
1.7.0.	May 19, 2021
Latest update contains several new activities and 2 new authentication modes.
1.5.2	May 11, 2020
Latest update contains several new activities and a new authentication mode.
1.3.0	March 29, 2019
First Release of the package

SharePoint Custom Activities Package