Access and Save files from/to SharePoint directly from Process Runner

A SharePoint site provides a central location for an organization to manage and track files. Process Runner Users can use SharePoint library to store Process and Excel files, where they can collaborate on the files with other Process Runner users in the organization. The users can access the SharePoint files directly from Process Runner without going into SharePoint. Please note that users should have required permission to access the SharePoint Library.

Based on the SharePoint solution used within your organization, refer the procedure mentioned below for accessing the Process / Excel files placed at SharePoint Library from within Process Runner.

Note: If working with previous version of Process Runner (4.20.114 or below), then it is recommended to upgrade to latest version of Process Runner to use the below functionality.

Access file from SharePoint On-Premises

In this section we have taken example of ‘MARA Table’ process file and 'MM02-Change Material.xls' excel file stored on premise sharepoint. Expand the sections based on the file to be accessed from SharePoint.

1)Navigate to the section in the SharePoint library where the process /Excel files are stored. Select the desired file ("MARA Table" in this case) and right click, select "Copy Shortcut" from the popup as per below image

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2)Paste the URL in any text editor like Notepad. Make the necessary changes to the path as mentioned below in tabular form.

Path in SharePoint	Modified Path that can be used in Process Runner
http://SPServer/Shared%20Documents/MARA%20Table.ite	\\SPServer\DavWWWRoot\Shared%20Documents\MARA%20Table.ite
https://SPServer/Shared%20Documents/MARA%20Table.ite	\\SPServer@SSL\DavWWWRoot\Shared%20Documents\MARA%20Table.ite
Note if are using HTTPS (secured connection), then you must add @SSL after SPServer as in 2nd example above.
https://SPServer:5555/Shared%20Documents/MARA%20Table.ite	\\SPServer@SSL@5555\DavWWWRoot\Shared%20Documents\MARA%20Table.ite
Note if server is running on port then specify the '@port' segment in the path as in 3rd example above. This is optional if default port 80 or 443 is used.

Note the SharePoint URL changes when implement as path in Process Runner:

•Replace ‘http://’ with ‘\\’ followed by Server URL.

•Add ‘DavWWWRoot’ constant after the server URL. The site structure begins after DavWWWRoot.

•Make sure to replace slash (/) with backslash(\) in the path.

3)Start Process Runner and click on Open button. In the File name, enter the file path as changed in Step 2 and click Open.

4)The process files should open successfully from SharePoint and available to user for further actions to be performed on it.

On Save action, the process file is saved directly to SharePoint Library folder.

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Note:

Users can record and save the newly recorded process file to the SharePoint Library directly by specifying the folder path.

Access file from SharePoint Online(Office 365)

In this section we have taken example of ‘MARD’ process file and 'MM02_test' excel file stored on SharePoint Online (Office 365 SharePoint). Expand the section based on the file to be accessed from SharePoint.

In this section we have taken example of ‘MARD’ process file stored on SharePoint Online (Office 365 SharePoint).

1.Sign in to your Office 365 portal.

2.Access your site that is hosted on SharePoint Online. Navigate to the section in SharePoint Library where the process /Excel files are stored.

Office_365_DL

3.In the SharePoint Online Document Library,

3.1) Click the Library tab on the ribbon.

3.2) Click the 'Open with Explorer' icon in the Connect & Export group.

Office_365_DL1

Note:

If you face any issue with 'Open with Explorer' then troubleshoot "Open with Explorer" error messages by following the Microsoft Knowledge Base article: https://support.microsoft.com/en-us/kb/2629108

4. The Open with Explorer command opens a local instance of Windows Explorer that displays the folder structure on the server that hosts the SharePoint site.

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5.Copy and paste the path(highlighted in above image) in any text editor and add the process file name to be accessed from SharePoint library at end of the URL along with its extension.

For example: The modified path to be used in Process Runner for process file 'MARD' will be:

https://mysharepoint.com/sites/testsite/Document Library/1/MARD.ite

6.Start Process Runner and click on Open button. In the File name, enter the path modified in Step 5 and click Open.

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7.The process files should open successfully from SharePoint and be available to users for further actions to be performed on it.

On Save action, the process file is saved directly to SharePoint Library folder.

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Note:

Users can record and save the newly recorded process file to the SharePoint Library directly by specifying the modified path in the New Process window.

Path in SharePoint Online	Modified Path that can be used in Process Runner
http://mysharepoint.com/sites/testsite/Document Library/	\\mysharepoint.com\DavWWWRoot\sites\testsite\Document Library\
https://mysharepoint.com/sites/testsite/Document Library/	\\mysharepoint.com@SSL\DavWWWRoot\sites\testsite\Document Library\
Note if are using HTTPS (secured connection), then you must add @SSL after mysharepoint.com as in 2nd example above.
https://mysharepoint.com:5555/sites/testsite/Document Library/	\\mysharepoint.com@SSL@5555\DavWWWRoot\sites\testsite\Document Library\
Note if server is running on port then specify the '@port' segment in the path as in 3rd example above. This is optional if default port 80 or 443 is used.

Note the SharePoint URL changes when implement as path in Process Runner:

•Replace ‘http://’ with ‘\\’ followed by Server URL.

•Add ‘DavWWWRoot’ constant after the server URL. The site structure begins after DavWWWRoot.

•Make sure to replace slash (/) with backslash(\) in the path.

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How to Configure SharePoint Site in Process Runner