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Version: 1.3.0

Perform Actions On External Source

How to Managing SharePoint Data

Upload Files on SharePoint Source:

After performing steps like login, select Channel/View/Folder and Get Data display on File Excel, the next step to New Items as follows.

Step 1: Insert a new row:

  • User can insert a row at the top, middle, or bottom of the worksheet.

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Step 2: Click on the "Attach File ID" Column:

  • Click the cell under the "Attach File ID" column.

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Step 3: Select a File to Upload:

  • On the right-hand panel, click “Click to browse or drag and drop your files” and select a file from your computer to upload.

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Step 4: Attach the File:

  • After the file has been uploaded successfully, click Attach button.

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Create items on SharePoint Source

After performing steps like login, select Channel/View/Folder and Get Data display on File Excel, the next step to New Items as follows.

Step 1: Insert a new row:

  • User can insert a row at the top, middle, or at the bottom of the worksheet.

    image

Step 2: Enter data:

  • Input values for one or multiple columns to create a new item.

  • Support create multiple items at the same.

    image

Update items on SharePoint Source

After performing steps like login, select Channel/View/Folder and Get Data display on File Excel, the next step to Update Items as follows.

Step 1: Select items to Edit:

  • Select one or multiple items you wish to modify.

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Step 2: Change values:

  • Modify values across one or more columns for one or more items at the same time.

Delete items on SharePoint Source

After performing steps like login, select Channel/View/Folder and Get Data display on File Excel, the next step to Delete Items as follows.

Step 1: Double click the row:

  • Double click a row at the top, in the middle, or at the bottom.

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Step 2: Click the right mouse button:

  • Right-click the row to delete one or more items in Excel.
  • Support deleting items by clearing the value of each cell. If all cell values for an item are cleared, that item will also be considered deleted.

How to Managing Dataverse Data

Create items on Dataverse Source

After performing steps like login, select Channel/View and Get Data display on File Excel, the next step to New Items as follows.

Step 1: Insert a new row:

  • User can insert a row at the top, in the middle, or at the bottom of the worksheet.

    image

Step 2: Enter Data:

  • Fill in one or more columns to create a new record.

    image

Update items on Dataverse Source

After performing steps like login, select Channel/View and Get Data display on File Excel, the next step to Update Items as follows.

Step 1: Select the items:

  • Choose one or multiple items to edit.

    image

Step 2: Modify Values:

  • Modify values across one or more columns for one or more items at the same time.

Delete items on Dataverse Source

After performing steps like login, select Channel/View and Get Data display on File Excel, the next step to Delete Items as follows.

Step 1: Double click the row:

  • Double click a row at the top, in the middle, or at the bottom of the worksheet.

    image

Step 2: Right-click the mouse:

  • Right-click to delete one or multiple items.
  • Support deleting items by clearing the value of each cell. If all cell values for an item are cleared, that item will also be considered deleted.

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