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SharePoint Input Tool - SharePoint Online

DanielG
11 - Bolide

Hi,

 

We have had workflows with connections to a SharePoint List running for year's on our Prod Server because we have used SharePoint 2010 and we can utilize our Batch ID and password to gain access to the list.

 

We are moving to SharePoint Online and the SharePoint Input Tool's configuration asks for an email address...  My BatchID doesnt have an email address, so I am at a loss for what to do.

 

Anyone know how to gain access to a list like this with a BatchID in use?

 

Thanks for any assistance that can be provided.

 

Dan 

19 REPLIES 19
salbol1
8 - Asteroid

@was Do you have an "All Items" view on each of the created Lists? That is one deficiency I see in the currently built SP connector, is that you can only populate that default view. If you want to populate differing views, you can go down the road of calling PS cmdlets, but I've normally just opted for making sure I've got a default view in place.

 

If you confirm they are both writing to that named view, then you've got another issue at hand.

Watsa
8 - Asteroid

@salbol1 
Yes each has "All Items" view and both are default views.  
Do you think I am having a different issue? 😣

Alteryx Sharepoint Error3.png

Alteryx Sharepoint Error4.png

salbol1
8 - Asteroid

You aren't doing something like aliasing the system ID to serve as material number ID, right?

salbol1_0-1646681945169.png

Also, is there anything in terms of using List A in a Flow/Power Apps to populate your List B?

 

Watsa
8 - Asteroid

When creating a new list on SP, the first column is "Title". I did rename Title column to "MATL_NUM_D" in both SP sites.

List A (Output 2) and List B (Output 5) are populated from the same data source (excel) and the same Alteryx workflow. 

Alteryx Sharpoint_LI.jpg

srikant96
9 - Comet

very useful . thanks a bunch

srikant96
9 - Comet

Any suggestion on what must be done annually when it expires . To re do this step is not a big deal ...but changing all workflows is not easy . Of course the SSO route I have to make changes once in 6 months . here it seems once in a year 

salbol1
8 - Asteroid

@srikant96 

Create a List that tracks your differing URL OAuth creds, and then have a macro that has the 5 input actions against the SharePoint connector as the basis for which data to pull back data on your targeted List...

 

salbol1_0-1658264635206.png

 

By setting up a template with a text input, you then just have to include the 5 elements you're seeking to be able to pull a current list of all your active SP creds, the output of which out of the Join is your feed into the macro you've created - and will return the dynamic OAuth creds info for your target -- 

 

salbol1_1-1658265047035.png

 

These inputs feed the 5 inputs (URL, Client ID, Secret Key, List, View) you created with the macro to serve back the data from the List you are targeting. The Data Input with "SP Credentials" is a warehoused table in one of our datalakes we use as the reference to all of these URL's, so we don't have any expiration based tools in the workflow. Then you can setup notifications against your List indicating that you have expiring creds in X weeks, and of course if you really wanted to get ambitious you could script the renewal of your creds and run that as an event against a expiration date you'd house in the List you've created for your tracking. Then everything would be completely hands-off, and your module will live in perpetuity!

smccaghren
5 - Atom

This works perfectly for Lists - Thank you

What about for Files? Ie Excel files that are stored on Sharepoint that I need to pull in. I Tried Sharepoint Input - Files - Provide Client ID and Secrete and Tenant ID - so the piece that I'm missing is tenant ID.

 

Any help appreciated

DanielG
11 - Bolide

@smccaghren -- That is provided internally by your IT/SharePoint admins.  (not 100% sure which).  It is not something the community will be able to provide to you.

salbol1
8 - Asteroid

@smccaghren

 

This connector is designed for Lists, but you can always utilize python for accessing the O365 libraries:

 

Package.installPackages(['Office365-REST-Python-Client','office365'])

 

This snippet below pulls in a URL and a set of Document Loads to a SP site that contain .zip files -

 

salbol1_1-1679518333184.png

 

This is the python code for accessing the SP site documents in the identified sub folder (shown as 1 down in the bottom snippet)

 

from ayx import Alteryx
import numpy as np
import pandas as pd
from office365.sharepoint.client_context import ClientContext
from office365.runtime.auth.client_credential import ClientCredential
from office365.sharepoint.files.file import File

InputDf = Alteryx.read("#1")

SharePointURL = np.array2string(InputDf['SharePointURL'].values[:1])
SharePointURL = SharePointURL.replace("\\\\","\\").replace("'","").replace("[","").replace("]","")
SPFolder = np.array2string(InputDf['SPFolder'].values[:1])
SPFolder = SPFolder.replace("\\\\","\\").replace("'","").replace("[","").replace("]","")

#SharePointURL = "https://YOUR_COMPANY.sharepoint.com/sites/Some .zip Reports/"

site_url = "https://YOUR_COMPANY.sharepoint.com/sites/A COMPANY SUBTENANT SITE/A SUB SCHEMA OF THE TENANT"
sp_list = "SP_SharePoint_Credentials" ##(This is a SharePoint list where we house URL's, Client ID's and Secret Keys)
ClientId = "xxxxxxxxxxxxxxxxxxxxxxxxx" ##(Use your real ones)
ClientSecret = "yyyyyyyyyyyyyyyyyyyyyyyyyyy" ##(Use your real ones)
credentials = ClientCredential(ClientId, ClientSecret)
SPClientID = ""
SPSecKey = ""


###Connecting to Sharepoint Mapping list
ctx = ClientContext(site_url).with_credentials(credentials)
sp_lists = ctx.web.lists
s_list = sp_lists.get_by_title(sp_list)
l_items = s_list.get_items()
ctx.load(l_items)
ctx.execute_query()

 

###Looking for credentials
for item in l_items:
if item.properties['SharePointURL'] == SharePointURL:
SPClientID = item.properties['Client_ID']
SPSecKey = item.properties['SecretKey']
print("Credentials Found\n\n")

del ctx

data = {'SharePointURL':[SharePointURL],
'SPFolder':[SPFolder],
'Client_ID':[SPClientID],
'SecretKey':[SPSecKey]}
OutDf = pd.DataFrame(data)

#Writing Output
Alteryx.write(OutDf,1)

 

We then append to this output DF, the name of file we are looking for in the documents folder. The variable is 'FileName' and indicates we are looking for files with say, PM_Reporting in it's name (shown as 2 in the snippet at the bottom):

 

from ayx import Alteryx
import numpy as np
import pandas as pd
import datetime, os
from datetime import date, datetime
from office365.sharepoint.client_context import ClientContext
from office365.runtime.auth.client_credential import ClientCredential
from office365.sharepoint.files.file import File
InputDf = Alteryx.read("#1")

FilesPath = np.array2string(InputDf['LocalFolder'].values[:1])
FilesPath = FilesPath.replace("\\\\","\\").replace("'","").replace("[","").replace("]","")

SharePointURL = np.array2string(InputDf['SharePointURL'].values[:1])
SharePointURL = SharePointURL.replace("\\\\","\\").replace("'","").replace("[","").replace("]","")

SPFolder = np.array2string(InputDf['SPFolder'].values[:1])
SPFolder = SPFolder.replace("\\\\","\\").replace("'","").replace("[","").replace("]","")

FileName = np.array2string(InputDf['FileName'].values[:1])
FileName = FileName.replace("\\\\","\\").replace("'","").replace("[","").replace("]","")

ClientId = np.array2string(InputDf['Client_ID'].values[:1])
ClientId = ClientId.replace("\\\\","\\").replace("'","").replace("[","").replace("]","")

ClientSecret = np.array2string(InputDf['SecretKey'].values[:1])
ClientSecret = ClientSecret.replace("\\\\","\\").replace("'","").replace("[","").replace("]","")

credentials = ClientCredential(ClientId, ClientSecret)

TodayD = date.today().strftime("%Y-%m-%d")

print(SharePointURL)
print(SPFolder)
print(SharePointURL.replace("https://YOUR_COMPANY.sharepoint.com","") + SPFolder + "/" )
################Connecting to SP
ctx = ClientContext(SharePointURL[:-1]).with_credentials(credentials)
WebElem = dir(ctx.web)
SpWeb = ctx.web
files = ctx.web.get_folder_by_server_relative_url(SharePointURL.replace("https://YOUR_COMPANY.sharepoint.com","") + SPFolder + "/" ).files
ctx.load(files).execute_query()
file_list = []
for file in files:
if file.name.endswith(".zip") and file.time_last_modified[:10] == TodayD and FileName.lower() in file.name.lower():
file_list.append(file.name)

################Downloading Files
for i in file_list:
if i.endswith(".zip"):
print("Downloading " + i + "\n\n")
if os.path.exists(os.path.join(FilesPath, i)):
os.remove(os.path.join(FilesPath, i))
response = File.open_binary(ctx, SharePointURL.replace("https://YOUR_COMPANY.sharepoint.com","") + SPFolder + "/" + i)
with open(os.path.join(FilesPath, i), "wb") as local_file:
local_file.write(response.content)

del ctx

#Writing Output
Alteryx.write(InputDf,1)

 

This portion then takes the csv files that are contained within the zip files, and loads them to a local directory path, also identified in the Text input tool shown here (A), and appended with the first output dataframe (B):

 

salbol1_0-1679519324077.png

 

 

(from the python tool 3)

from ayx import Alteryx
import os, datetime
import pandas as pd
from zipfile import ZipFile
from datetime import datetime, date
import numpy as np

InputDf = Alteryx.read("#1")

FilesPath = np.array2string(InputDf['LocalFolder'].values[:1])
FilesPath = FilesPath.replace("\\\\","\\").replace("'","").replace("[","").replace("]","")

# Validate file date function

def ModifiedToday(FileName):
lastmodified = datetime.fromtimestamp(os.stat(FileName).st_mtime).strftime("%m-%d-%y")
TodayD = date.today().strftime("%m-%d-%y")
if lastmodified == TodayD:
return True
else:
return False

##############################Script Start
#list files in folder:
print(FilesPath)
DirFiles = os.listdir(FilesPath)
#Looping through dir validating files and retrieving grid files to write grid load sql
print("searching updated Zips and unzipping\n\n")
for i in DirFiles:
if ModifiedToday(os.path.join(FilesPath,i)) and i.endswith(".zip"):
with ZipFile(os.path.join(FilesPath,i), 'r') as zipObj:
for info in zipObj.infolist():
if info.filename.endswith(".csv"):
zipObj.extract(info.filename, FilesPath)
if os.path.exists(os.path.join(FilesPath,i.replace(".zip", ".csv"))):
os.remove(os.path.join(FilesPath,i.replace(".zip", ".csv")))
os.rename(os.path.join(FilesPath,info.filename),os.path.join(FilesPath,i.replace(".zip", ".csv")))

#Writing Output
Alteryx.write(InputDf,1)
print("All CSV Files in Path have been unzipped\n\n")

 

We have a team member that has been dubbed the 'king of SP python" that allows us to make great use of the REST and O365 client libraries.

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