Microsoft Sharepoint
Skills Workflow integrates with Sharepoint.
The integration allows you to:
- Create automatically and organize a file structure in SharePoint
- Access to the folders and files available in SharePoint
- Have your team get quick and easy access to the files in Sharepoint
- Share the direct link to the files in Sharepoint in comments
- Process
- Configuration
Files
When a file is uploaded into SharePoint, it is automatically available in Skills Workflow.
You can share your file by going into your document and easily select the file
It will be available to add it into the document's description
Or to post it on the document's feed When a file is uploaded in a comment from the Hard Drive:
The file is uploaded to SharePoint
A link is created and posted in the comment
A thumbnail will be also available in the comment
Mappings
Sharepoint integration requires mappings between:
- Client and Sharepoint Site
- Project and Sharepoint Sub-Site
- File's Tag and Category
Files
When a file is uploaded in Skills Workflow, it will be available on the corresponding Sharepoint Sub-Site.
Whenever a document is created in Skills Workflow, a folder is created under its parent document folder. The structure of the folders in Skills Workflow is:
- Root
- Client (Sharepoint Site)
- Project (Sharepoint Sub-Site)
Synching
The synching is performed by a background process. Whenever a document is created or his folder name is changed in Skills Workflow, the process will replicate it in Sharepoint.
- The synching process is from Skills Workflow to Sharepoint
- Skills Workflow has a reference of the ID of the files and folders in SharePoint
- The users will see the same file structure (starting on the root) in both systems
Auth
The integration with SharePoint requires:
- An application registration in the Azure Active Directory
- Application (client) ID
- Directory (tenant) ID
- Client secret
- API permission to the Sharepoint Please check below step by step how to configure an App:
- Access into the Azure AD and create a new App with the following details
- Create client secret
- Add to the App the API permission to your manage your SharePoint