SharePoint form
Use a Send to SharePoint form when you need to send the document to a SharePoint Office 365 or SharePoint 2010/2013 server.
This type of form allows users to browse document libraries, folders and list values at the device. A Send to SharePoint form is commonly used in conjunction with the Send to SharePoint 2010/2013 eConnector and route components.
A SharePoint form can be added by clicking any group or menu node, and then clicking Add Form > Send to SharePoint Form on the menu bar.
Refer to the Basic Form Options to configure settings on the General, Fields, and Components tabs.
Option | Description |
---|---|
Connection Method |
Specify the correct version:
If you want to change the Connection Method after the connection has been established and Site field has been populated, click OK to dissmis the dialog and re-open it again in order to ensure the Site has been updated from the new Server. For more information on modern authentiacation in SharePoint, see Configuring Modern Authentication / OAuth2 in the SharePoint component help. |
Server Address |
Enter the path to the SharePoint server where you will be storing the documents. This field can contain "http://" or "https://" followed by the server name or IP address. For example, both “http://sp2010” or “https://192.199.292.255” will work. The field can also contain only the server address, for example, sp2010. In this instance, the component will insert "http://" before the server address automatically. |
User Name |
Enter the user name which will be used to log on to the server. If you are using a domain user account to connect to SharePoint 2010/2013, enter the user name with the domain name. For example, enter domain\SharePoint_username . If you are logged into the server, you only need to enter the user name, for example SpUser. |
Local User Name |
In this text box, specify a domain user account that will be used by the workflow. The accepted format is UPN (User Principal Name) – testuser@test.domain.corp Make sure that the account specified in this text box has completed the
authorization and consent process through Token Vault. Otherwise, the
component will fail to process files through this account.
You may use RRTs in this text box. When you use an RRT, make sure that it is replaced with a domain user account in UPN format; otherwise, the component will fail to process files and they will be rejected. This field is enabled if Office 365/SharePoint Online is selected as Connection Method. To use RRTs in this field, do the following:
|
User Password |
Enter the user password which will be used to log on to the server. This field is enabled if Native Serivces is selected as Connection Method. |
TokenVault URL |
Enter the Token Vault URL in the following format: https://<FQDN>:<port>. This field is enabled if Office 365/SharePoint Online is selected as Connection Method. |
Provider ID |
Enter your Provider ID which was generated by Token Vault. This field is enabled if Office 365/SharePoint Online is selected as Connection Method. |
Prompt for document name |
Select this check box to allow users to provide a document name that can be used in the file renaming schema of the SharePoint component. |
Site | Enter the name of the SharePoint site where you want to store the
documents. This can be done either manually or by selecting a value from the drop-down list. You can specify a sub-site of the site by entering its name after the parent site name followed by "/", for example SubSite1/SubSite1_1. |
Document library | Enter the name of the default document library to which you want to send the documents. This can be done either manually or by selecting a value from the drop-down list. |
Allow user to Change Document Library | Select this check box to allow the document library to be changed on the device. |
Default Folder | Enter the name of the default folder where the routed files will be stored, this can be done either manually or by browsing to the desired folder. Click the browse button (...) next to the box to open the Select Folder dialog box. |
Allow user to Change Folder | Select this check box to allow the folder to be changed on the device. This option is always on if Allow user to Change Document Library is selected. |
Content Type | Enter the name of the default content type to associate to the document. This can be done either manually or by selecting a value from the drop-down list. Note that the user will only be able to select a Content Type at the device panel if there is more than one content type assigned to the selected document library; otherwise the content type is assigned automatically. |
Allow user to change Content Type | Select this check box to allow the content type to be changed at the device. If Allow user to change Document Library is selected then this option is always on. |
SharePoint fields
SharePoint document libraries allow the creation of differentcolumn types, with an additional set of configuration choices for each column type. Canon UC supports only single line text fields and choice fields. It does not support default value, column format, maximum length, column formatting and so on.
Option | Description |
---|---|
Name and type | Enter the name of the column and select the type of the required information. Single line of text does not properly set the default value and does not enforce the maximum field length. Choice options appears correctly as a list, but does not follow the selected Display choices using option. Yes/No appears as list field, not as a checkbox. |
Additional Column Settings | Enter a description for the column and specify the required details. |
For additional information on Brother devices, see Restrictions.