Smartgent SharePoint

Overview

The Smartgent SharePoint node enables interaction with Microsoft SharePoint document libraries via the Microsoft Graph API. It supports operations to list documents in a library, retrieve detailed metadata of a specific document, and download the content of a document.

This node is beneficial when automating workflows that involve managing or processing files stored in SharePoint, such as:

• Automatically retrieving lists of documents for reporting or auditing.
• Fetching metadata details for specific documents to integrate with other systems.
• Downloading document contents for further processing, backup, or distribution.

Example use cases:

• A workflow that lists all documents in a SharePoint library and filters them based on custom criteria.
• Retrieving metadata of a document by its ID to check its properties before processing.
• Downloading a document file from SharePoint to attach it to an email or upload it to another service.

Properties

Output

• For List Documents operation:

  • JSON output contains:
    • operation: "listDocuments"
    • siteId: SharePoint site identifier
    • driveId: Drive identifier within the site
    • libraryPath: The requested document library path
    • documents: Array of document objects, each including fields like id, name, lastModifiedDateTime, size, webUrl, downloadUrl, and mimeType
    • totalCount: Number of documents returned
    • timestamp: ISO timestamp of the operation

• For Get Document Details operation:

  • JSON output contains:
    • operation: "getDocument"
    • siteId, driveId, documentId
    • document: Object with detailed metadata about the document (e.g., id, name, lastModifiedDateTime, size, webUrl, downloadUrl, mimeType, createdDateTime, lastModifiedBy, createdBy)
    • timestamp

• For Download Document operation:

  • JSON output contains:
    • operation: "downloadDocument"
    • siteId, driveId, documentId
    • fileName: Name of the downloaded file
    • timestamp
  • Binary output contains:
    • data: Base64 encoded content of the downloaded document
    • mimeType: MIME type of the document (defaulted to application/octet-stream if unknown)
    • fileName: Original file name

Dependencies

• Requires an API key credential with permissions to access Microsoft Graph API for SharePoint.
• Needs configuration of:
  • Tenant ID
  • Client ID
  • Client Secret
  • Site URL of the SharePoint instance
• Uses Microsoft Graph API endpoints to authenticate and interact with SharePoint sites, drives, and documents.
• The node internally handles OAuth2 client credentials flow to obtain access tokens.

Troubleshooting

• Authentication errors:

  • Messages like "Authentication failed: Invalid client credentials" indicate incorrect tenant ID, client ID, or client secret.
  • Verify credentials and ensure the app registration has appropriate Microsoft Graph API permissions.

• Invalid SharePoint site URL format:

  • If the site URL is malformed or not accessible, the node will throw an error.
  • Ensure the site URL is correct and accessible with the provided credentials.

• No drives found for the site:

  • Indicates the specified SharePoint site does not have any document libraries accessible.
  • Confirm the site URL and permissions.

• Document not found or invalid document ID:

  • When fetching or downloading a document, an invalid or non-existent document ID will cause failure.
  • Double-check the document ID value.

• Rate limits or API errors from Microsoft Graph:

  • The node surfaces HTTP errors from the API.
  • Implement retry logic or handle failures gracefully using the node's "Continue On Fail" option.

Links and References

• Microsoft Graph API - SharePoint documentation
• Microsoft Graph API - DriveItem resource type
• OData query options