Sharepoint List Download

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1

Hi All,

I am trying to get below Tracker details from SharePoint to Excel. how can I do this?

This image shows a "Material Request Tracker" on Microsoft Lists with a single completed entry for a reference material request identified by ID 58. (Captioned by AI)
This image shows a "Material Request Tracker" on Microsoft Lists with a single completed entry for a reference material request identified by ID 58. (Captioned by AI)1912Ă—603 52.1 KB

2

Use SharePoint list activity to get the lists data.

3

Hi @tilarapiyush,

Yes, as suggested by @manasrlenka25, you can use the suggested Office 365 package to fetch list items from SharePoint.

However, it might not be a straightforward approach.

Are you on enterprise edition or community one?

For enterprise UiPath version, you will have to check within your organization and get the application level access enabled for you.

I have provided more details in below thread around different connection type available with Microsoft O365 package:

Hope this helps.

Regards
Sonali

1 Like
4

@tilarapiyush

use office 365 activities

  1. Office 365 scope - multiple authentications are possible check which is feasible Activities - Microsoft 365 Scope
  2. Get list info - this gets the list details
  3. Get list items - this will get list items into a variable
  4. loop that variable or write a linq to convert to datatable
  5. save the datatable to excel

cheers

5

Working on a POC for a client and do not have UiPath to MS app access yet. Hence going UI route.
But when bot is clicking on export option, the exported data has most of the columns blank. Manually the export is fine.

A spreadsheet displaying several rows of material reference data, including columns for ID, Material Type, Reference, Plant, Storage Location, Sales Organization, and various other attributes. (Captioned by AI)
A spreadsheet displaying several rows of material reference data, including columns for ID, Material Type, Reference, Plant, Storage Location, Sales Organization, and various other attributes. (Captioned by AI)1908Ă—198 14.9 KB

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@tilarapiyush

are you using any wait for download?

also may be the export is clicked very quick before the full page loads that also might be the case as manually you wait for load and the click export…check those delays

cheers