Toolbox - SharePoint

See the Administration section for information on integrating the product with SharePoint.

The SharePoint category in the Toolbox contains SharePoint related steps in order to interact your workflow with your SharePoint environment. The SharePoint category is made up out of folders which contains related steps to drag onto the canvas, and build your workflows. These steps are dragged onto the canvas, configured and then forms part of the workflow.

To use the SharePoint steps in Workflow Designer, you must have SharePoint installed in your environment. To see the version of SharePoint that the product supports, view the Compatibility and Support Matrix.

The table below is a summary of where to find required steps. Click on the required step for more information:

Folder Available Steps
Document
Libraries
List Items
Lists
Sites