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

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

Configurations

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:

1. Access into the Azure AD and create a new App with the following details

2. Create client secret

3. Add to the App the API permission to your manage your SharePoint

‍