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Getting started with Microsoft OneDrive and SharePoint in Qlik Automate

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MarkGeurtsen
Support

Getting started with Microsoft OneDrive and SharePoint in Qlik Automate

Last Update:

Jul 4, 2025 8:36:05 AM

Updated By:

Sonja_Bauernfeind

Created date:

Sep 22, 2021 7:15:38 AM

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This article describes popular use cases that can be performed through the Microsoft SharePoint and Microsoft OneDrive connectors in Qlik Automate. Most examples are built using the Microsoft OneDrive connector, but the same use cases can be built for shared drives using the Microsoft SharePoint connector.

Table of contents

Authentication

Both connectors use OAuth2 for authentication. Users must have access to specific scopes to use these connectors. Below is an overview of the required scopes.

Microsoft OneDrive

  • Files.ReadWrite.All
  • User.Read
  • offline_access

Microsoft SharePoint

  • Files.Read.All
  • Files.ReadWrite.All
  • Sites.Read.All
  • Sites.Manage.All
  • Sites.ReadWrite.All
  • offline_access
  • User.Read

These scopes should be accessible for all users in a default Office 365 tenant. If you are having troubles while authorizing with these connectors in Qlik Automate, then please consult your Office 365 administrator.

Monitoring changes to a user's OneDrive

Qlik Automate can be used to monitor changes to a user's personal OneDrive or to a SharePoint shared drive. When changes to a personal or shared drive happen, automatic actions can be performed, such as automatically obtaining data from an uploaded Excel spreadsheet and updating a Qlik Analytics app.

OneDrive makes use of a delta token to view changes that have happened since that token. As we do not have a data store within Qlik Automate, we are bound to use a separate store for the delta tokens. Options could be an Excel file or text file stored on OneDrive, an app on Qlik Analytics or any other place where data is persisted.

An example automation to monitor changes might look like the following.

full automation.png

This example automation is included in this article as a downloadable JSON file that can imported into an existing automation.

Modifying file locations and renaming files

The Microsoft OneDrive and Microsoft SharePoint connectors provide blocks to Move and Rename items on drives. These can be used for example in conjunction with other connectors to perform file management & maintenance actions.

An example could be to move all files from an incoming folder to an archive folder after an app reload is completed:

move item.png

This example automation is included in this article as a downloadable JSON file that can imported into an existing automation.

Create sharing links for files and share with emails

The block Create Sharing Link can create a shareable URL that can then be sent over email or chat to other users.

It offers the user the choice of whether the URL works for the organization of the user or for everyone (anonymous). The scope can be set to view, edit, or embed, and it is possible to provide a password and expiration time for the shareable link.

The following example automation will obtain data from a table in a Qlik Analytics app, copy the rows to an Excel file hosted on OneDrive, create a shareable link and send this link to another user by email:

send link by email.png

This example automation is included in this article as a downloadable JSON file that can imported into an existing automation.

Set up sharing permissions for files

Sharing permissions can be created with the Send Sharing Invitation block. This block sends an invitation to an email recipient with a personalized message and can be configured with read or write permissions and if the recipient has to be singed it or not to access the file. If the user is using a personal OneDrive account, then it is also possible to provide a password.

Furthermore, it is possible to list sharing permissions, update these permissions and remove permission to access a file on a user's OneDrive.

 

The information in this article is provided as-is and to be used at own discretion. Depending on tool(s) used, customization(s), and/or other factors ongoing support on the solution below may not be provided by Qlik Support.

Labels (2)
Comments
T-Lambourne
Contributor III

I am really interested in Monitoring changes to a SharePoint Drive. I see the automation here will see the changes but it is based on when the automation runs. Is there a way to start the automation with any changes? We have an Excel file in SharePoint, we would like it to automatically update the apps when the data in the file changes. Any ideas?

Ken_T
Specialist

tangentially related, i know the connection does not support STORE command, but is there any other block in Automations that can write a file to OneDrive?

Sonja_Bauernfeind
Digital Support