Process Feedback Sharepoint Online

The Sharepoint Online Feedback adapter allows you to add items to a Sharepoint List from your Stages process.

• 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 general Feedback 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 Azure Portal.

<feedback-system name="sharepointonline">
     <host url="https://company.sharepoint.com" ident="spo" displayName="Share Point Online Feedback">
          <property name="site.name" value="sites/stages"/>
          <property name="list.name" value="feeback"/>
 
          <property name="client.id" value="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"/>
          <property name="tenant.id" value="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx" />
          <property name="client.secret" value="xxxxxxxxxxxxxxxxxxxx" />
          <attributes>
               <attribute ident="description" type="text" target="xxxx" />
               <!-- Add more fields as needed. Make sure the "target" value matches the column name in Sharepoint -->
          </attributes>
     </host>
</feedback-system>

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 Azure similar to Sharepoint CMS

* Second the application needs permissions to create create List items as described in Recommended option of the chapter API Permission in CMS

As described in Process Feedback the Adapter is able to fill various fields of the Sharepoint List Item with attributes from Stages.

The supported target types are:

• Text
• Multiple lines of text
• Choice
• Date/Time
• Number

Hyperlink and Person fields are currently not supported.

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 *

• 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)

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 *

• Description: The client id of the Stages application, which has to be registered at the Microsoft Azure portal website.

client.secret *

• Description: The client secret, which can be generated after registering the Stages application at the Microsoft Azure portal website.

> tenant.id *

• Description: The tenant id identifies your company when using Microsoft Services. You can get this id at the Microsoft Azure portal website.