SharePoint Document Upload Action

General

This article explains how to configure the Upload Document to SharePoint workflow action.

Purpose

Uploads documents from the system to a SharePoint document library.

Prerequisites

• A configured SharePoint Client
• Required document properties:
  • ItemNum
  • FileName

Configuration Steps

1. Open the workflow editor.
2. Add Upload Document to SharePoint action.
3. Select the configured SharePoint Client.
4. Configure the following parameters:

Site Display Name

The display name of the SharePoint site.

Hostname

The SharePoint domain (e.g., company.sharepoint.com).

List Name

The document library name.

• If empty, defaults to Documents.
• Custom libraries can be specified.

Upload Folder Path

Defines where files are stored in SharePoint.

Static Path

Provide a simple string to upload to the root or specified folder.

Dynamic Path (JavaScript)

Examples:

Autodesk Forma Source

var path = vaultProperties["FullPath"];
var fullPath = `Project Files/RedFolderTree/${path}`;
return fullPath;

SharePoint Source

var folderPath = vaultProperties["FolderPath"] || "";
folderPath = ("" + folderPath).trim();

if (folderPath === "/" || folderPath === "" || folderPath.toLowerCase() === "undefined") {
    folderPath = "";
}

if (folderPath.startsWith("/")) {
    folderPath = folderPath.substring(1);
}

var targetRootFolder = "Project Files/JonteNewTest";
return folderPath ? (targetRootFolder + "/" + folderPath) : targetRootFolder;

Behavior

• Files are uploaded to the specified document library.
• Folder structure can be dynamically controlled.
• Document properties are used during processing.