Use a CAML Query to Get Information from SharePoint

Configure CAML Query Screen

Prerequisites

• Create an access token for your SharePoint application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, go to the Activity Library, and open the SharePoint tab.
     2. On the SharePoint tab, drag the CAML Query activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click CAML Query Builder .

Procedure

1. On the Configure CAML Query screen, in the SharePoint field, select your SharePoint access token.

   To create a new access token, click Add Token . For more information, refer to New SharePoint Access Token.

2. In the Site URL list, select your site.
3. On the List and View Fields tab, complete these fields:

   Field Name	Definition
   List Name	Function: Specifies the name of your SharePoint list . Accepted Values: The name of your SharePoint list. Default Value: None Accepts Process Data Variables: Yes
   Show Hidden Fields	Function: Specifies if you can use hidden columns in SharePoint for your CAML query. Accepted Values: Deselected - The SharePoint hidden columns are not available for your CAML query. Selected - The SharePoint hidden columns are displayed in the Possible View Fields box, so you can use them for your CAML query. Default Value: Deselected
   Possible View Fields	Function: Shows all the columns of the specified SharePoint list. Accepted Values: A SharePoint column selected from the list. Default Value: None Accepts Process Data Variables: No
   Configured View Fields	Function: Specifies the SharePoint columns that are included in the CAML query. Accepted Values: A list of columns moved from the Possible View Fields box using the Left Arrow button. To remove a column from the list, select the column, and then click the Right Arrow button. Default Value: None Accepts Process Data Variables: No

4. On the Where Clause tab, build your query with the Column, Comparer, and Value field.

   Example:

   Field Name	Value
   Column	Id
   Comparer	=
   Value	123

   Select Id, Name, ShippingCity from Account where Id='123'

5. On the Grouping tab, specify the grouping of SharePoint list data in ascending or descending order.
6. On the Query Options tab, specify how and where CAML query operations are performed in the SharePoint list.

   Field Name	Definition
   Row Limit	Function: Specifies the maximum number of rows to get with the CAML query. Accepted Values: Deselected - Specifies to get 10,000 maximum from the CAML query. Selected - Gets the specified number of records. Default Value: Deselected
   Include Mandatory Columns	Function: Specifies that mandatory columns are in the CAML query results. Accepted Values: Selected - The mandatory columns are in the CAML query results. Deselected - The mandatory columns are not in the CAML query results. Default Value: Selected
   Specify A Folder	Function: Specifies the location of a folder in which to execute the CAML query. Accepted Values: Selected - The activity runs the CAML query at the folder location. Look in All Folders and Subfolders - The CAML query is run in all the folders and their subfolders. Specify a Folder URL like http://machinename:port/sitename/doclib/folder - The CAML query is run only in the specified folder. Deselected - The activity runs the CAML query in the entire SharePoint database. Default Value: Selected Accepts Process Data Variables: No

7. On the Schema tab, select Map Response to AgilePoint Schema.
8. Click the Ellipses button.
9. On the Schema Mapper screen, map the response columns to the schema elements.
10. To validate your query, on the Test Query tab, click Test Query. Fix any errors that occur.

RelatedTopics

• Configure General Options for a CRM Activity
• CAML Query activity
• Process Data Variables