Using SharePoint tools from version 2.6.0, the Site drop-down tool will not populate the list of available sites or return the searched site. You will see a spinning cursor that will load forever like the screenshot below:
- Alteryx Designer
- Version: All
- SharePoint Tool
- Version >= 2.6.0
- Authentication Method
- App Sign In (Use Service Principal)
In version 2.6.0 onwards, we have enforced the use of Service Principal for the tool configuration. Previously, we used the delegated account (the user was prompted to log on using his/her account) when performing a connection and used this account for tool configuration. With the change, the Site dropdown list will not load the sites or search for a site if you only added Sites.Selected Microsoft Graph API to the Service Principal.
You can refer to Set Up Microsoft Azure API Application for details on API permissions.
NOTE: For the SharePoint unified connector, please refer to the article below for instructions instead.
For the SharePoint tool, please perform the following steps to get a list of documents:
- Create a shareable link in the SharePoint site for the folder you will use in the SharePoint tool as shown below:
- Copy the link.
- In SharePoint tool, after connecting to SharePoint, go to the File Path property and paste the copied link. Hit the <ENTER> key and you will see the Documents folder.
- Click the Documents folder and you will see all the subfolders and files in this folder.
- If you click the Documents (one level up) as shown below, you will be at the root of the document library.
After clicking the Documents link:
- Select the appropriate file/folder or configure the tool as normal.
NOTE: The Site dropdown list will show "N/A" in this configuration setup.
Please ensure that the Service Principal has access to the SharePoint site. If the SharePoint site has not been shared with the Service Principal, you will get the "Incorrect URL" error after pasting the URL on the File Path property.
Example