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.

Sorry about that. What was the most unhelpful part?









Thanks for your feedback

We update the Help Center daily, so expect changes soon.

Link Copied

Paste this URL anywhere to link straight to the section.

Need more help?

If you're signed in to Catalytic Community, you can ask other users a question. You'll be redirected to Community where you can add more info.