SharePoint Triggers

Currently, Connect iPaaS provides two triggers for SharePoint. The SharePoint triggers on Connect iPaaS are real time triggers. SharePoint will notify Connect as soon as any changes are made in the desired document library.

1. File Added to a Document Library
2. File Updated to a Document Library

Figure 1. Triggers for SharePoint Application on Connect iPaaS

File Added to a Document Library

It triggers your workflow when a new file is added or created in the selected document library for a given SharePoint site. Optionally, you can also specify if you want to monitor a particular folder in your document library for a file added to it.

File Updated to a Document Library

It triggers your workflow when a file is updated in the selected document library in the given SharePoint site. Optionally, you can also specify if you want to monitor a particular folder in your document library for a file being updated.

Set up Trigger for your Workflow

After selecting one of the triggers as above, you will have to select SharePoint parameters like the site name, the document library name, and the folder for the selected trigger.

Figure 2. Setting up SharePoint Trigger on Connect iPaaS

On the above page, you can select the SharePoint Site and the target Document Library from the dropdown. If you want to watch a particular folder rather than watching the entire document library, you can paste the link to your folder.

How to find the link to the target folder?

On your SharePoint portal, go to the document library and select the "Documents" link on the left side panel. From here you can navigate to the desired folder and click on three dots. A drop-down menu will pop up to the Copy link as shown below.

Figure 3. Copy folder link on SharePoint

Figure 4. Copy Folder link on SharePoint

The link will be copied to your clipboard. You can use it to configure the SharePoint trigger on Connect iPaaS.

If you can not find your SharePoint site in Select a Site dropdown:

Figure 5. Select a Site Dropdown on Connect iPaaS

If you are not able to see any of your SharePoint sites in the Select a Site dropdown above, the most probable reason is that your site is not indexed.

Prerequisite: You need admin permission on your account or contact your SharePoint administrator to fix this issue. To fix the problem, please follow the below steps:

1. Choose Site Permission in SharePoint Settings.

   

   Step 1. Site Permission on SharePoint

2. Click Advanced permissions settings

   

   Step 2. Advanced permissions settings

3. In the advanced permissions settings page, choose Settings again, and then choose Site Settings.

   

   Step 3. Choose Site Settings on SharePoint

4. Click Search and offline availability.

   

   Step 4. Search and offline availability

5. Click theReindex site button.

   

   Step 5. Reindex site Button

6. Select Reindex site.

   

   Step 6. Reindex site

7. Now you should be able to see the site in the Select a site field.

   

   Step 7. Your site should be available in dropdown after reindexing