SharePoint on-premises

Microsoft SharePoint on-premises is a website-based collaboration system that uses workflow applications, “list” databases, and other web parts and security features to empower business teams to work together. SharePoint also gives the company using the platform the ability to control access to information across business units. SharePoint enables increased productivity and visibility for information workers across all verticals, in businesses large and small. The features of SharePoint are centered around an intranet-based cross collaboration experience that enables secure sharing, content management and workflow collaboration features among many others.

In the context of Nintex Automation Cloud, SharePoint on-premises is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. used to used to create connections for SharePoint on-premises and actions. Use the SharePoint on-premises actions in a workflow to create and manage SharePoint list items.

For more information on SharePoint on-premises, see the company website.

Before you begin: 

  • A SharePoint site is a website that contains different SharePoint components such as Lists, Document Libraries, Calendars, and Task Lists. SharePoint sites can have one or more pages to display content to the user. A SharePoint team site connects your team to the content, information, and apps. For example, a team site can be used to store files or to create lists to store information.

    A SharePoint site collection is a collection of SharePoint sites. Each site collection contains a single top-level site and subsites below it.

    A SharePoint list used to store a collection of data and organize information.

    Add columns for different types of data, such as text, currency, or multiple choice. You can sort, group, format, and filter lists which can include people, links, pictures, dates, and more.

    A document library is used to store files that teams can work on together. The default SharePoint site and any new sites you create include a document library, and you can create additional document libraries.

    For example, you can use a document library on a site in SharePoint to store all files related to a specific project.

    A document set organizes multiple related documents into a single view where they can be worked on and managed as a single entity. You can create a document set involving different file formats (for example, Word documents, OneNote notebooks, PowerPoint presentations, Visio diagrams, excel workbooks, and so on).

    When a document set content type is added to a library, users can create new instances of the document set in the same way that they create a single document. For more information, see Introduction to Document Sets article.

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Create a SharePoint on-premises connection

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 connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.

Note: The SharePoint on-premises connection only supports NTLM authentication. Multiple authentication schemes, such as NTLM with Forms-Based Authentication or NTLM with a Trusted Identity Provider, are not supported.

In the Connection window, complete the following fields.

In this field

Select or enter the following
Connection name A name for your new connection.
SharePoint URL The URL of the SharePoint site to connect to.
Domain\Username The login username of the SharePoint user.
Password The password of the SharePoint user.
Nintex Gateway The Nintex Gateway configuration to use to connect to the SharePoint Server.

SharePoint on-premises account requirements

  • The account you use to create a connection for SharePoint on-premises is the account that has access to the SharePoint on-premises actions.

  • You need the SharePoint URL, Domain\Username and Password of the SharePoint user.

  • You must install and configure Nintex Gateway on the Active Directory domain that the SharePoint Server is installed in.

Supported Microsoft SharePoint Server versions

The SharePoint on-premises integration is supported for:

  • SharePoint Server 2016

  • SharePoint Server 2019

  • SharePoint Server Subscription Edition

Create a SharePoint on-premises data lookup

Use the SharePoint on-premises data lookup to create a drop-down list of items within a specified SharePoint on-premises site in a form. Each data lookup is configured for a specific account. You can create as many data lookups as you need. For more information on creating a data lookup and assigning permissions to it, see Data lookups.

For example, use the SharePoint on-premises - Query a list data lookup in a data lookup form control to list the items in a specified SharePoint on-premises site.

You can create a data lookup to:

  • Query a list: List all the items within a specified SharePoint on-premises site. You can add conditions to limit the returned query results.

SharePoint on-premises data lookup fields

When you create a SharePoint on-premises data lookup, you can configure additional fields.

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

The following operations are available for the SharePoint on-premises connector:

  • Query a list

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 lookup. The drop-down lists all the available SharePoint on-premises connections.
  SharePoint site URL

The URL of the SharePoint on-premises 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 on-premises list that you want to use for the data lookup
  Item limit The maximum number of rows to be returned from the queried list. There is a maximum number of 5,000 items.
  Conditions Add a condition to limit returned query results. For fields and settings, see Condition builder.