Setting Up Inline Editing for Office 365

Introduction

CW comes with an integration with Office 365. 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 a document is moved to the complete state. This page provides instructions for setting up Microsoft Azure, Microsoft Office Document Folder, and Configuring AM 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 application registration, enter an application name such as Contract Writing or CW, 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 theside 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 click 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 inline editing.

1. Create a folder that can be associated easily with the CW 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 CW solution

1. Set the constant AS_GAM_BOL_OFFICE_365 as true to use Office 365. The default value is false.
2. Within the CW application, open AS GAM CS Microsoft Graph connected system.
3. Update Client ID field with the Client ID of the application created in Microsoft Azure set up step.
4. Update the Token Request Endpoint with the Tenant ID found on the Azure application overview from Microsoft Azure set up step.
5. Enter the Client Secret saved during the Microsoft Azure set up step.

6. Click Authorize to confirm successful authorization.

   

7. Update the AS_GCW_SHAREPOINT_DRIVE_ID constant with the Drive ID from Microsoft Office Document set up.
8. Update the AS_GCW_SHAREPOINT_FOLDER_ID constant with the Folder ID from Microsoft Office Document set up.

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