SharePoint Online

SharePoint Online is a cloud-based service hosted by Microsoft that helps organizations share and manage content, knowledge, and applications. You can create sites to share documents and information with colleagues, partners, and customers. For more information, see Introduction to SharePoint Online. In the context of Nintex Automation Cloud, SharePoint Online is a 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. used to 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.

Nintex Automation Cloud supports connections to SharePoint Commercial and FedRAMP-compliant SharePoint GCC environments. See Create a SharePoint Online connection below.

Before you begin: 

Jump to:

Create a SharePoint Online connection

Create a connection from the connections page or from the action configuration panel when configuring the action. You can use the SharePoint connector to create connections to both SharePoint Commercial and FedRAMP-compliant SharePoint GCC environments. For more information on FedRAMP, see the FedRAMP Marketplace.

For information about creating connections and assigning permissions, see Manage connections.

Note: Permission must be provided by a tenant administrator, before users with a non-administrator role can create connections using the SharePoint Online: Site Administration authentication method. Providing permission for a tenant has to be done only once. For more information, see Account requirements to create SharePoint Online connection

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.

For example, use the SharePoint Online - Query a list data source in a data lookup control 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 .

      Example:https://domain.sharepoint.com/sites/hr

    • 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.
  • Query user profile: list user information of a SharePoint user profile.
  • Get members of a SharePoint group: list details of members in a SharePoint group.

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

Data source fields

To access the data source fields, in the Add data source section, select the Connector and the Operation.

The following operations are available for the SharePoint Online connector:

  • Query a list
  • Query user profile
  • Get members of a SharePoint group

The configuration fields displayed depend on the operation selected.

Operation Field or selection Description
Query a list Connection The connection to use for the data source. The drop-down lists all 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.

Example:https://domain.sharepoint.com/sites/hr

  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.
  Item limit The maximum number of rows to be returned from the queried list.
  Sort by

The column by which you want to sort the query result.

  Ascending/Descending Sort the query result by ascending or descending order using the Sort by column.
  Conditions Add a condition to limit returned query results. For condition builder fields, see For fields and settings, see Condition builder.
Query user profile Connection The connection to use for the data source. The drop-down lists all the available SharePoint Online connections.
  User email address The email address of the user that you want to query.
Get members of a SharePoint group Connection The connection to use for the data source. The drop-down lists all the available SharePoint Online connections.
  SharePoint site URL

The URL of the SharePoint Online site that has the group you want.

Example:https://domain.sharepoint.com/sites/hr

  Group name The name of the group from which you want to retrieve members details.