SharePoint: Download a file

🕙  1 minute read

Use the SharePoint: Download a file action download files within SharePoint folders. This works like the Box: Download file and Dropbox: Download file actions.

Use case

  • Download an Excel file, then use Excel actions to extract/look up/filter data unique to your instance.

How to configure this action

This action requires a preconfigured SharePoint integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help documentation.

Fields for this action

  • Integration

    • Choose your team’s integration from the drop-down list
  • File name

  • Folder path

    • Location where the file is stored in SharePoint. The path should not include the download drive.
    • For example, to download from a folder “2018” in a “Contracts” Drive, fill out the Folder Path and Download Drive fields as follows:
      • Download Drive: Contracts
      • Folder Path: /2018
    • 💡   Tip: Enter just / to choose the root SharePoint folder.
  • Download site

    • Specify the SharePoint site, leave this empty to refer to your main Sharepoint page
  • Return Field Name

    • Enter a name for the field in which the result should be saved.
  • Download Drive

    • The site to download the file from. Leave blank for Shared Documents drive.
    • screen readers look here

What will this output?

This action will output the downloaded SharePoint file to a file field. The name of the output field will be the Return Field Name defined during configuration.

Output fields for this action

  • Return Field Name

    • The file field for the downloaded SharePoint file.

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