SharePoint Online

The SharePoint Online connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for SharePoint Online start events and actions. Use SharePoint Online actions to work with list items and files in SharePoint Online.

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SharePoint Online actions: 

Note: When using a Person or Group column in a SharePoint list with groups enabled, only returning the ID property is supported in SharePoint Online actions.

Create a SharePoint Online connection

You can create connections from the Automate or Designer page.

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

Create a SharePoint Online data source

Use the SharePoint Online data source to create a drop-down list of items within a specified SharePoint Online site in a form.

Example:  To allow users to select a specific item in a form, add a drop-down list of items to the form using a Data lookup control A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup control uses a SharePoint Online - Query a list data source to list the items in a specified SharePoint Online site.

You can create a data source to:

  • Query a list: list all the items within a specified SharePoint Online site. You can add conditions to limit the returned query results.
    • For SharePoint site URL, enter the URL and click .
    • For List name, select the required list from the drop-down.
    • For Columns, select one or more fields to be used in the form configuration.
    • Enter the maximum number of rows to fetch from the list.

Each data source is configured for a specific account. You can create as many data sources as you need.

Data source fields

The table below describes the additional configuration fields required for the SharePoint Online operation.


Field or selection


Add new Operation Displays the operations available for the selected Connector.
SharePoint Online - Query a list:
  • Connection: Lists the available SharePoint Online connections.
  • SharePoint site URL: The URL of the SharePoint Online site containing the list from which you want to retrieve data.
  • List name: The name of the SharePoint Online list that you want to use for the data source.
  • Columns: The list of columns that you want to fetch from the selected SharePoint Online list.
  • Maximum number of rows to return: Highest number of rows to be returned from the queried list.
  • Conditions: Conditional statement(s) to use for the query.