How to Configure SharePoint Site in Process Runner

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To enable/configure your SharePoint Site in Process Runner, go to Tools -> SharePoint/Workflow…

 

Note: This option (SharePoint/Workflow...) is not available in new version of Process Runner (4.20.115 or above) and to use SharePoint 2010, SharePoint 2013 and SharePoint Online (Office 365), it is recommended to use new version of Process Runner and refer to Access and Save files from/to SharePoint directly from Process Runner.

 

 

shareP-workF

When you click on it a new window as “SharePoint site URL and credentials list” will open.

Enable/check mark “Activate SharePoint for Excel and Process Files” option.

You have two options either you can share process files or excel files.

Enable “Process only SharePoint workflow approved process files” option to share the process files. By checking this user needs to approve the process file through SharePoint workflow before using it in Process Runner.

Enable “Process only SharePoint workflow approved Excel files” option to share the Excel files. By checking this, user needs to approve the external Excel file through SharePoint workflow before using it in Process Runner.

Click on “New….” to enter the site URL for SharePoint.

PR-sharepoint-HT-Config-Sharepoint

A new window as “SharePoint site settings” will open to enter the credentials for your SharePoint site.

Enter the Site URL

Enter the credentials for your SharePoint site – you can use the default credentials or enter the username, password and Domain to enter.

 

PR-sharepoint-HT-Config-Sharepoint-1

Note: Excel (Settings after Excel file save operation), Process File (Settings after process file save operation) and Workflow (Workflow to use for this site) totally depends on the configuration settings of SharePoint document library.

 

hmtoggle_plus1Excel File Settings

 

hmtoggle_plus1Process File Settings

 

hmtoggle_plus1Work flow Settings

 

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