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Setting Up Inline Editing for Office 365

This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 23.4 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

RM comes with one integration to a third-party system. In order to utilize this integration, you will need to set up your Microsoft Azure environment, create an API key for the connected system object, and configure the application to turn on inline editing. Inline editing allows end users to open documents in Microsoft Office 365 and collaborate with team members until documents are complete. This page provides instructions for setting up Microsoft Azure, Microsoft Office document folder and configuring the RM solution.

Set up Microsoft Azure

In order to use inline editing, the solution will need a location in your Microsoft Azure environment to store the documents when editing is occurring.

To set up a location in Microsoft Azure:

  1. Access your Azure environment.
  2. In the search bar, search for App Registrations.
  3. Select +New Registration.
  4. Fill out the application registration, enter an application name such as Requirements Management or RM, and define who can access the application.
  5. Click Register to complete registration of the application.
  6. Select API Permissions.
  7. Select +Add a permission.
  8. From Microsoft APIs, select Microsoft Graph.
  9. Select Application Permissions.
  10. Expand files section, select Files.ReadWrite.All.
  11. Click Add Permissions.
  12. On the API permissions page, select Grant Admin Consent for Appian. A global admin may be required to do this.
  13. In the Manage section on the left side of the screen, select Certificates & Secrets.
  14. In the Client Secrets section, select +New Client Secret.
  15. Add a Description of the client secret.
  16. Select a timeframe for Expires.
  17. Click Add under expires timeframe.
  18. Copy and Save Value for your records.

Set up Microsoft Office Document Folder

After setting up the Azure environment, establish a folder on SharePoint or OneDrive to store the documents Appian is opening for in-line editing.

  1. Create a folder that can be associated easily with the RM solution.
  2. Find the Folder ID for the folder you just created.
  3. Get the Site ID for the site where the drive for the folder resides.
  4. Get the Drive ID of the drive storing your documents using the Site ID retrieved in the previous step.
  5. Get the Folder ID of the folder established in step one.

Configure RM solution

  1. Set the constant AS_RM_BOL_OFFICE_365 as true to use Office 365. The default value is false.
  2. Within the RM application, open AS RM CS Microsoft Graph connected system.
  3. Update the Client ID field with the Client ID of the Application created in Microsoft Azure setup step.
  4. Update the Token Request Endpoint with the Tenant ID found on the Azure Application overview from Microsoft Azure setup step.
  5. Enter the Client Secret saved during the Microsoft Azure setup step.

  6. Click Authorize to confirm successful authorization.

    Connect_System_Inline_editing.png

  7. Update the AS_RM_SHAREPOINT_DRIVE_ID constant with Drive ID from Microsoft Office Document setup.
  8. Update the AS_RM_SHAREPOINT_FOLDER_ID constant with Folder id from Microsoft Office Document setup.

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