SharePoint Data Target

Overview

DataBlend Supports uploading files to SharePoint.

Configuration

Setting	Required/ Optional	Description
Query	Required	Select the query that will generate the data for this target. See the relevant target type documentation for additional details on what query columns are required for your target.
Query Mode	Required	Select New unless you have a reason to select Latest or Specific.
Credential	Required	Select a SharePoint Credential from the list.
Action	Required	Select Upload Files from the drop-down menu.
Site	Optional	Select from the available user sites in the drop-down menu.
Drive	Optional	Select from the available user drives in the drop-down menu.
Send as File	Optional	Enable or disable the toggle to send the target data as a file. Use this to send the contents of the query as a CSV file. Toggle should be off for sending PDF files.

To learn more about SharePoint API requirements, please visit https://learn.microsoft.com/en-us/sharepoint/dev/sp-add-ins/complete-basic-operations-using-sharepoint-rest-endpoints.

Advanced

History Retention

History Retention (Days) allows users to decide how long they want the information from their data targets to be stored. This field is optional.

Timeout (seconds)

The Timeout section allows users to determine if they would like to timeout collections taking longer than a set number of seconds to collect data.

Skip If No Records Found

The “Skip if No Records Found” button is used to eliminate sending information to Data Targets unnecessarily. Simply enable the “Skip if No Records Found” toggle. The use of this toggle is optional.

Agent

The Agent drop-down for users to select any agent they have established. This is optional.

Run As

Run As allows users to select from a drop-down list of users to run the Workflow. This is optional. Please note that Run As is only available to Admin users. If a user is set as the Run As and then demoted to a Member, the user which demoted the Run As user will instead be set as the Run As.