Creating a SharePoint List DataSource

Use the Projects Tree or the Project Configuration dialogue to Create or Edit a new SharePoint DataSource

Configuring the SharePoint List DataSource

To setup an SharePoint List DataSource:

• Enter the Site Url, this is the url of the SharePoint site up to the site name included, e.g. https://<company>.sharepoint.com/sites/<site name>

You will be prompted for Microsoft login when adding DataView or refreshing the data.

Configuring the SharePoint List DataView(s)

You can load several Lists from the same site. To create a new List DataView, from the DataSource Configuration dialogue click the New DataView button. Refer to the section Configuring a DataView for more ways to create and edit DataViews.

Under Definition the SharePoint List DataView configuration requires 2 fields:

• The List Name which is the internal name of the List. It can be different from its display name if the List has been renamed after being created. Opening the drop down will fetch the list of all Lists currently available at the DataSource Site Url
• The View which is the name of the SharePoint View to use to display and format the List. When left blank the default View is used.

Under Editing you can fine tune the user edit rights on the list, restricting access further to SharePoint inherited permissions (This cannot be used to grant the user additional permission than they have on SharePoint)

• Apply List Edit Rights to applies the user edit rights as provided by SharePoint, otherwise the List is read-only
• Generate Actions to create a Add and Delete action to allow the user to add or delete items from the list; the Add action comes with all editable fields
• Minimal Action to create an additional Add action that includes only the minimum required fields (mandatory fields)

Under Network Operations, specify how to fetch data from SharePoint.

Using a large Batch Size and running Batches in parallel can increase the speed of loading large lists. It can sometime leads to items not showing their latest status in full from the site.