PDF as an output option for SharePoint Files Output Tool

[Joe_Lipski]

The Sharepoint file tools are certainly a step in the right direction, but it would be great to enhance the files types that it is possible to write to sharepoint from Alteryx.

The format missing that I think is probably most in demand is pdf. If we're using the Alteryx reporting suite to create PDF reports, it would be awesome to have an easy way to output these to Sharepoint.

https://help.alteryx.com/20213/designer/sharepoint-files-output-tool

https://community.alteryx.com/t5/Public-Community-Gallery/Sharepoint-Files-Tool/ta-p/877903

[VojtechT]

Hi @Joe_Lipski ,

we do not plan to make SP Output to be able to produce PDF files, but we do plan to provide an option to upload files based on provided filepaths. 

I.e. you would use other Alteryx tools to create the PDF files locally and once you have their filepaths, you send those into the Sharepoint Output tool and make it upload them into your desired folder in Sharepoint Site. 

Would that cover your use case fully? Would you consider such scenario to be fulfilling your request? 

[Joe_Lipski]

Hi @VojtechT 

That would certainly cover the use cases that I can currently think of and I hope would allow for pretty much any format to be written to sharepoint from Alteryx (via Filepath).

It would be nice if this could be done without having to use block until done tools in the workflow, so the workflow outputs or renders the file before the Sharepoint Tool executes.

Thanks,

Joe

[VojtechT]

You surely are not going to make my life any easier, right? 😁

But I got your point and have to admit it's the right approach. 

[Joe_Lipski]

@VojtechT any progress on the ability to move files based on a file path?

[VojtechT]

Hi @Joe_Lipski , it's on our roadmap for the second half of this year.

[PierreRodriguez]

Hi everyone!

I have solved this as follows:

1. I create a pdf file

2. I use a Block Until Done tool and in output 1 a temporary pdf file is generated

3. In the Output 2, I use a Engine.TempFilePath formula to know the temporary path of the file

4. Finally, I use a macro (with python) to send the file to Sharepoint

In the macro, I put :

The Sharepoint site: https://{tenant}.sharepoint.com/sites/{your site}/

The Sharepoint Folder: /sites/{your site}/Shared documents/folder...

email: your email

password: your password

path_temp: you should choose the column with the temporary path name

- The macro inside is like this:

I used a package called "Office365-REST-Python-Client" : https://github.com/vgrem/Office365-REST-Python-Client

With this I was be able to send pdf files to Sharepoint

Thank you for your attention

[PH_80]

Hello,

Could you please share the above flow?

Thanks in advance!

[IraWatt]

This is definitely needed ! 

[Watermark]

@VojtechT , your post from last year, said posting PDF to sharepoint was in the roadmap for later in the year (2022), can you give an update on where this may stand at the moment?

[allisonlevyHAL]

Hello, I also wanted to follow up and see if there was any progress on a workaround to upload PDF files from the Render tool to Sharepoint.