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712:process_feedback_sharepoint_online [2025/07/23 15:11] – [Host Properties] Heindl, Christoph712:process_feedback_sharepoint_online [2025/10/13 11:49] (current) Neubauer, Peter
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-====== Process Feedback Sharepoint Online Specific ======+====== Process Feedback Sharepoint Online ====== 
 + 
 +The Sharepoint Online Feedback adapter allows you to add items to a Sharepoint List from your Stages process.  
 + 
 +===== Prerequisites ===== 
 +  * Stages 7.12.0.1 or later  
 +  * Set the Application Permissions as described in the chapter permissions 
 +  * A Stages Metamodel which displays the Feedback widget as described in [[https://doc.stagesasaservice.com/712/process_feedback#stages-metamodel|general Feedback configuration]]
  
-The Sharepoint Online Feedback adapter allows you to add list items to a list in your Sharepoint tenant from your Stages process.  
 ===== Example Configuration ===== ===== Example Configuration =====
 +Host url, site and list name can be retrieved from the url of the list you want to gather feedback in.
 +If your url is https://company.sharepoint.com/sites/stages/Lists/feedback/AllItems.aspx your site name is "sites/stages", the list name is "feedback" and the url is "https://company.sharepoint.com".
 +
 +The properties for authentication (client.id, tenant.id, client.secret) are displayed under App Registrations in your [[https://portal.azure.com/|Azure Portal]]. 
  
 <code xml> <code xml>
 <feedback-system name="sharepointonline"> <feedback-system name="sharepointonline">
-     <host url="example.sharepoint.com" ident="spo1" displayName="SPO"> +     <host url="https://company.sharepoint.com" ident="spo" displayName="Share Point Online Feedback"> 
-          <property name="site.name" value="xxxx"/> +          <property name="site.name" value="sites/stages"/> 
-          <property name="list.name" value="xxxx"/>+          <property name="list.name" value="feeback"/>
  
           <property name="client.id" value="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"/>           <property name="client.id" value="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"/>
-          <property name="tenant.id" value="xxxx-xxxx-xxxx-xxxx-xxxx" /> +          <property name="tenant.id" value="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx" /> 
-          <property name="client.secret" value="xxxxxx" /> +          <property name="client.secret" value="xxxxxxxxxxxxxxxxxxxx" />
-          <property name="token.scope" value="https://graph.microsoft.com/." />+
           <attributes>           <attributes>
                <attribute ident="description" type="text" target="xxxx" />                <attribute ident="description" type="text" target="xxxx" />
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 </feedback-system> </feedback-system>
 </code> </code>
 +
 +===== Permissions to access the SharePoint List =====
 +In order to create elements in a Sharepoint list, proper Application Permissions must be used to ensure that the credentials generated there can be used to write to the corresponding list.
 +
 +There are various ways to assign rights in SharePoint. The following instructions describe the process using site permissions.
 +
 +* At first register and configure Stages as Azure App [[https://doc.stagesasaservice.com/712/cms_sharepoint_online#azure-portal|Azure similar to Sharepoint CMS]]
 +
 +* Second the application needs permissions to create create List items [[https://doc.stagesasaservice.com/cms_sharepoint_online#api-permissions|as described in Recommended option of the chapter API Permission in CMS]]
  
  
 ===== Supported Column Types ===== ===== Supported Column Types =====
 +As described in [[https://doc.stagesasaservice.com/712/process_feedback| Process Feedback]] the Adapter is able to fill various fields of the Sharepoint List Item with attributes from Stages.  
  
-Officially supported are:+The supported target types are:
  
   * Text    * Text 
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 Hyperlink and Person fields are currently **not** supported.  Hyperlink and Person fields are currently **not** supported. 
  
 +===== Host Properties =====
 +The following properties depending on the configuration of the Sharepoint Online server.
 +To access the information browse to or create the specific list where the feedback should be gathered.
 +The URL should look like "https://company.sharepoint.com/sites/stages/Lists/feedback/AllItems.aspx"
  
  
 +> url ** * **
  
-===== Host Properties =====+  * Description: The Host URL consists of the first parts of your URL. The scheme, the company specific subdomain, the second-level domain and the top-level domain. (e.g. https://company.sharepoint.com)
  
-These credentials are needed to connect to your Sharepoint tenant. Refer to the Sharepoint CMS docs for details: [[https://doc.stagesasaservice.com/711/cms_sharepoint_online#host-properties|Azure Portal]]+> site.name ** * ** 
 + 
 +  * Description: The site name should include the directory path of the URL till "Lists" including "sites" and the name of the specific parent site of the list. (e.g. sites/stages) 
 + 
 +> list.name ** * ** 
 + 
 +  * Description: The list name could be found in your URL after "Lists". (e.g. feedback) 
 + 
 + 
 +The following credentials are needed to connect to your Sharepoint tenant. You will find a detailed explanation at the top of this page in the chapter on permissions.
  
 > client.id ** * ** > client.id ** * **
  
   * Description: The client id of the Stages application, which has to be registered at the Microsoft Azure portal website.   * Description: The client id of the Stages application, which has to be registered at the Microsoft Azure portal website.
-  * Links: [[https://portal.azure.com|Microsoft Azure Portal]] 
  
 > client.secret ** * ** > client.secret ** * **
  
   * Description: The client secret, which can be generated after registering the Stages application at the Microsoft Azure portal website.   * Description: The client secret, which can be generated after registering the Stages application at the Microsoft Azure portal website.
-  * Links: [[https://portal.azure.com|Microsoft Azure Portal]] +  
 > tenant.id ** * ** > tenant.id ** * **
  
   * Description: The tenant id identifies your company when using Microsoft Services. You can get this id at the Microsoft Azure portal website.   * Description: The tenant id identifies your company when using Microsoft Services. You can get this id at the Microsoft Azure portal website.
-  * Links: [[https://portal.azure.com|Microsoft Azure Portal]] +  
- +
-> token.scope ** * ** +
- +
-  * Defaults to "https://graph.microsoft.com/.default" if not set. +
-  * Links: [[https://portal.azure.com|Microsoft Azure Portal]] +
- +