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Set Up Inline Editing for SharePoint

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This content applies solely to Award Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

SharePoint integration in Award Management

AM can be integrated with SharePoint. To enable and use this integration, you must set up your Microsoft Azure environment, create a SharePoint folder, and configure the application to turn on inline editing. Inline editing enables end users to open documents in SharePoint and collaborate with team members until documents are complete.

Set up Microsoft Azure for Award Management

To use inline editing in Award Management, the solution needs a location in your Microsoft Azure environment to store the documents when editing them.

To set up a location in Microsoft Azure:

  1. Access your Azure environment and register an application.
    • Copy the Application (client) ID and the Directory (tenant) ID of the registered application.
  2. Add API permissions to the registered application.
    • Add the Files.ReadWrite.All permission to the Microsoft Graph API.
    • Grant admin consent for the permission.
  3. Add a client secret to the registered application.
    • Copy the client secret Value.

Set up SharePoint folder for Award Management

After setting up the Azure environment, create a folder in SharePoint to store the documents AM opens for inline editing.

  1. Create a folder in a SharePoint document library to associate with the AM solution.
  2. Find the Site ID for the SharePoint site where the document library resides.
  3. Using the Site ID, find the Drive ID of the document library storing your documents.
  4. Find the Folder ID of the folder created in step 1.

Tip:  Save the Drive ID and Folder ID to use them in the Configure AM with SharePoint step. The Site ID is only needed to look up the Drive ID and is not stored in the application.

Configure Award Management with SharePoint

After setting up Azure and SharePoint, configure the AM application to connect to SharePoint and enable inline editing.

Enable SharePoint integration

  1. Go to Appian Designer > AS AM Full Application.
  2. Search for and open the AS_GAM_BOL_OFFICE_365 constant.

  3. Set the Value to True and click SAVE. The default value is False.

    AS_GAM_BOL_OFFICE_365 constant properties showing Value set to True for SharePoint integration.

Authorize SharePoint integration

  1. In Appian Designer, search for and open the AS GAM CS Microsoft Graph connected system.
  2. In the Client ID field, paste the Application (client) ID copied in the Set up Microsoft Azure step.
  3. In the Token Request Endpoint field, paste the Directory (tenant) ID copied in the Set up Microsoft Azure step.
  4. In the Client Secret field, paste the client secret Value saved during the Set up Microsoft Azure step.
  5. Click Authorize to confirm successful authorization.

  6. Click SAVE.

    Microsoft Graph connected system configured with Client ID, Token Request Endpoint, and authorization success.

Update SharePoint constants

  1. In Appian Designer, search for and open the AS_GAM_SHAREPOINT_DRIVE_ID constant.
  2. Enter the Drive ID from the Set up SharePoint folder step and click SAVE.
  3. Search for and open the AS_AM_SHAREPOINT_FOLDER_ID constant.
  4. Enter the Folder ID from the Set up SharePoint folder step and click SAVE.

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