Sharepoint 2

Help Studio
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1

i have a requirement

using UI method i need to go in sharepoint and download files as per the dates … as in if today the files have come i need to download only todays file … how do i do that using only UI

2

Hi @poojaskyrathore

Is it possible to share the screenshot how the Ui that you are automating if it doesn’t contains any sensitive information.

3

Hi @poojaskyrathore

  1. Open Browser or Use Application / Browser activity to activity to open the SharePoint site in a web browser.
  2. Login to SharePoint: Use UI activities such as “Type Into” and “Click” to automate the login process if required.
  3. Navigate to Document Library: Use UI activities to navigate to the specific document library in SharePoint where your files are stored.
  4. Filter Files by Date: Depending on the SharePoint interface, you might need to filter files based on the date. If there is a date picker or filter option available, use UI activities to set the date filter to today’s date.
  5. Select and Download Files: Use UI activities to select and download the files that match your criteria. This may involve clicking checkboxes next to the files or using other UI interactions based on the SharePoint interface.
  6. Handle Download Dialog: If the files trigger a download dialog, you may need to handle it using UI activities. This includes handling the save dialog, specifying the download location, and confirming the download.

Or
Easier will be by using Office 365 scope & For each file in a folder activity.

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For ref: https://youtu.be/uwElMeAWyo0?si=cPPLCpPrRUcFR_84

Hope this helps :slight_smile: