SharePoint Online

This text outlines configuration options for defining folder names in a SharePoint Online environment for process instances. Users can customize folder naming using the variable sharepointOnlineInstanceFolderName alongside process variables, with the system generating default names based on instance IDs and names. This configuration enhances organizational flexibility and clarity within the file management framework.

The tim.properties configuration file should contain all necessary parameters for connecting SharePoint and can be configured by uploading inside Administration → Resources. The configuration can be based on the tenant or for every tenant.

If the SharePoint properties in the tim.properties file are uploaded in super admin, the changes will be reflected across all tenants. However, if uploaded to a specific tenant, the changes will only affect that tenant.


#SHAREPOINT

dms-provider-[TENANT_NAME]=sharepoint-online
sharepoint-online-hostname-[TENANT_NAME]=https://yourUrl.sharepoint.com/sites/Development
sharepoint-online-tenant-id-[TENANT_NAME]=XXX
sharepoint-online-client-id-[TENANT_NAME]=XXX
sharepoint-online-client-secret-[TENANT_NAME]=XXX
sharepoint-online-resource-[TENANT_NAME]=XXX
sharepoint-online-document-library-[TENANT_NAME]=Files
sharepoint-online-metadata-processinstanceid-[TENANT_NAME]=ProcessID
sharepoint-online-metadata-processinstancename-[TENANT_NAME]=ProcessName
sharepoint-online-metadata-comment-[TENANT_NAME]=Comment
sharepoint-online-metadata-uploaduser-[TENANT_NAME]=UploadUser
sharepoint-online-metadata-uploadedon-[TENANT_NAME]=UploadedOn
sharepoint-online-metadata-originalfile-[TENANT_NAME]=OriginalFile
sharepoint-online-use-custom-document-library-[TENANT_NAME]=true
sharepoint-online-use-custom-folder-structure-[TENANT_NAME]=true
sharepoint-online-delete-on-archive-[TENANT_NAME]=true
sharepoint-online-open-documents-in-sharepoint-[TENANT_NAME]=true
sharepoint-online-no-folders-for-subprocesses-[TENANT_NAME]=true
sharepoint-online-scope-[TENANT_NAME]=https://yourURL.sharepoint.com/.default
sharepoint-online-client-assertion-type-[TENANT_NAME]=urn:ietf:params:oauth:client-assertion-type:jwt-bearer
sharepoint-online-client-assertion-[TENANT_NAME]=XXX

If you apply to every Sharepoint property without having -[TENANT_NAME], like dms-provider=sharepoint-online, and upload in super admin, then every tenant will be connected to Sharepoint.

Example

Configure the SharePoint on tenant “enabledSharepoint” and let us customize the folder name (using: sharepoint-online-instance-folder-name-enabledsharepoint = this-${customer-name}) where the documents can be placed for ex. “Customer Name”.

#SHAREPOINT

dms-provider-enabledSharepoint=sharepoint-online
sharepoint-online-hostname-enabledSharepoint=https://yourURL.sharepoint.com/sites/Development
sharepoint-online-tenant-id-enabledSharepoint=xxx
sharepoint-online-client-id-enabledSharepoint=xxx
sharepoint-online-client-secret-enabledSharepoint=xxx
sharepoint-online-resource-enabledSharepoint=xxx
sharepoint-online-document-library-enabledSharepoint=Files
sharepoint-online-metadata-processinstanceid-enabledSharepoint=ProcessID
sharepoint-online-metadata-processinstancename-enabledSharepoint=ProcessName
sharepoint-online-metadata-comment-enabledSharepoint=Comment
sharepoint-online-metadata-uploaduser-enabledSharepoint=UploadUser
sharepoint-online-metadata-uploadedon-enabledSharepoint=UploadedOn
sharepoint-online-metadata-originalfile-enabledSharepoint=OriginalFile
sharepoint-online-use-custom-document-library-enabledSharepoint=true
sharepoint-online-use-custom-folder-structure-enabledSharepoint=true
sharepoint-online-delete-on-archive-enabledSharepoint=true
sharepoint-online-open-documents-in-sharepoint-enabledSharepoint=true
sharepoint-online-no-folders-for-subprocesses-enabledSharepoint=true
sharepoint-online-scope-enabledSharepoint=https://yourURL.sharepoint.com/.default
sharepoint-online-client-assertion-type-enabledSharepoint=urn:ietf:params:oauth:client-assertion-type:jwt-bearer
sharepoint-online-client-assertion-enabledSharepoint=xxx
sharepoint-online-instance-folder-name-enabledsharepoint=this-${customer-name}

After successfully uploading the file in super admin under Administration → Resources, proceed to a Workflow → Form and create a variable named ex. Costumer Name. Then, publish the changes.

Navigate to "Start Process Instance," fill in the name field, and start the instance.

After starting the instance, you can observe that a new folder is successfully created on the Documents tab, utilizing the specified variable.

This update enables the creation of a new file within a SharePoint document list displayed here: