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Sharepoint sites integration
Sharepoint sites integration
Updated over a month ago

Use Case

With the integration of Workspace 365, users can now directly search for documents stored on SharePoint sites, such as manuals and protocols. This functionality enables users to quickly locate the information they need without manually navigating through SharePoint. It supports the search of ASPX files specifically. Thanks to this integration, time is saved, and access to essential documents is made readily available, enhancing ease of use and productivity.

Requirements

  1. oAuth 2 authentication V2 via the Microsoft Graph API (More info click here)

  2. Workspace 365 Integration Builder (part of the Unify package)

  3. Workspace 365 Admin account

Steps

General

Here, you can assign a name and icon of your choice to the integration.

Create new step

You can copy the information from the right side of the table and paste it into your own integration builder environment. Below each table, you will see a sample image for reference.

Name*

Step1

Authentication

The OAuth 2.0 Authentication V2 using the Microsoft Graph API For more information,click here

Method

POST

URL*

https://graph.microsoft.com/v1.0/search/query

Headers

N.V.T.

Query parameters

N.V.T.

Body

{
  "requests": [
    {
      "entityTypes": [
        "listItem"
      ],
      "query": {
        "queryString": "{{SearchTerm}} fileType:aspx"
      },
      "fields": [
        "fileType", "webUrl", "Title", "LastModifiedDateTime", "url", "Author", "description", "Filename"
      ],
      "sortProperties": [
        {
          "name": "LastModifiedDateTime",
          "isDescending": true
        }
      ]
    }
  ]
}

*Sample image: Create New Step
​​

* Sample image: Result

Result Mapper

Result collection

value[0].hitsContainers[0].hits

Title

resource.fields.title

Link

resource.webUrl

Date (created/modified)

resource.lastModifiedDateTime

Subtitle 1

resource.fields.author

Subtitle 2

resource.fields.fileType

Description

resource.fields.description

*Sample image: Result Mapper
​

Check that the displayed data matches the data you want to retrieve. If you see "Result: None" in orange under the description, it means that the value in that collection is null. For more information, click here (Article to be written or section to be added to an article).

Who Has Access

Here, you can assign permissions to the integration.

Scope

To configure the SharePoint integration with Workspace 365, the following OAuth 2.0 scopes are required:

  1. Files.ReadWrite.All

    • Grants the app permission to read and write to all files that the signed-in user can access.

  2. Sites.Read.All

    • Allows the app to read information about SharePoint sites the user has access to.

  3. Sites.ReadWrite.All

    • Enables the app to read and write data on all SharePoint sites that the user can access.

These scopes ensure that the integration can securely retrieve and manage data from SharePoint while adhering to the permissions of the signed-in user. Be cautious to only grant the necessary scopes to minimise security risks.

For a step-by-step guide to integrating the Microsoft Graph API, Click here

Related Articles
Workspace 365 requirements
SharePoint malfunction
About SharePoint Documents
Troubleshooting Documents
Microsoft Graph Api oAuth2 Authentication
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