List items processing

Get Items by Query

Executes a query on the list or on the document library and returns the collection of elements as dictionary variable.

Output parameters

Parameter

Description

Example

Items

The output variable where the results will be saved.

Variable:Items

Count Items

Contains count of items in result dictionary

Variable:CountItems

Input parameters

Parameter

Description

Example

List Name

List or document library name for querying.

Documents

Endpoint

A service which will be used for getting items.You may use listdata.svc to access the list data and client.svc, which supports the OData interface, to access all SharePoint objects. The listdata.svc will be used by default.

listdata.svc
client.svc

Select

A list of comma separated columns which will be selected

Title, FirstName, LastName, Email, Manager/Title

Filter

The filter expression which will be applied to list items, we support the following operators:

Numeric

String

Date Time functions

Lt (less than)

startsWith (if starts with some string value)

day()

Le (less than or equal)

substringof ( if contains any sub string)

month()

Gt (greater than)

year()

Ge (greater than or equal)

hour()

Eq (equal to)

Eq

minute()

Ne (not equal to)

Ne

second()

Title eq 'Test and month(expirationDate) eq 6'

OrderBy

The expression is used to sort items. Multiples fields are allowed separate by comma. Ascending or descending order can be specified just by appending the asc or desc keyword to query.

Title asc, expirationDate desc

Top

Specify how many items should be selected

50

Skip

Specify how many items should be skiped

50

Expand

The field helps to retrieve information from Lookup columns

Manager

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Run query and get items SharePoint Online

Get Items from View

Gets items from the specified view.

Output parameters

Parameter

Description

Example

Items

The output variable where the results will be saved.

Variable:Items

Count Items

Contains count of items in result dictionary

Variable:CountItems

Input parameters

Parameter

Description

Example

List URL

List name, Url or Guid

Employees
/SiteUrl/Employees
[%Workflow Context:Current Site URL%]SiteUrl/Employees

View Name

The name of the view from which items will be get

All Items

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Get Items From View

Get Items by CAML Query

Executes the CAML query on the list or on the document library and returns the collection of elements as dictionary variable. Read this article to learn how to query items using this workfow action. We would recommend to read whole article to understand how to work with dictionaries in general, but you can read only the part related to this workflow action.

Output parameters

Parameter

Description

Example

Items

The output variable where the results will be saved.

Variable:Items

Count Items

Contains count of items in result dictionary

Variable:CountItems

Input parameters

Parameter

Description

Example

List Url

List for querying. The value could be list name, guid or list url

Documents

CAML Query

CAML query that will be run

<View Scope="RecursiveAll">
    <Query>
        <Where>
            <Contains>
                <FieldRef Name="FileLeafRef" />
                <Value Type="Text">Contract</Value>
            </Contains>
        </Where>
    </Query>
    <ViewFields>
        <FieldRef Name="FileRef"/>
        <FieldRef Name="FileLeafRef"/>
    </ViewFields>
</View>

Folder URL

Specify the server relative URL of a list folder from which results will be returned

/SiteUrl/Lists/ListName/Folder1/SubFolder

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Run CAML query and get items SharePoint Online

Get Items by CAML Query (Many Lists)

Executes the CAML query on each list with specified type. It is analog of old function SPSiteDataQuery. The workflow action allows you to get data from multiple lists across sites. It returns the collection of elements as dictionary variable.

Output parameters

Parameter

Description

Example

Items

The output variable where the results will be saved.

Variable:Items

CountItems

Contains count of items in result dictionary

Variable:CountItems

Input parameters

Parameter

Description

Example

CAML Query

CAML query that will be run on each list

 <View Scope="RecursiveAll">
    <Query>
        <Where>
            <Contains>
                <FieldRef Name="FileLeafRef" />
                <Value Type="Text">Contract</Value>
            </Contains>
        </Where>
    </Query>
    <ViewFields>
        <FieldRef Name="FileRef"/>
        <FieldRef Name="FileLeafRef"/>
    </ViewFields>
</View>

Base Template

Base Template of the lists where the query will be run.

100 - GenericList
101 - DocumentLibrary
107 - Tasks

Web Urls

By default the query will be run on current site, but you can specify from where collect data

https://demo.plumsail.com/sites/Prod1;
https://demo.plumsail.com/sites/Workgroup2

Sort By

Field name to sort by

Title

Group By

Field name to group by. Using group by you also can get unique values

Title

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Run CAML query and get items SharePoint Online

Create List Item at Any Site

It creates new list item and set field values

Output parameters

Parameter

Description

Example

Item ID

Return integer value, ID of created item

144

Input parameters

Parameter

Description

Example

List Url

The URL of the list where the folder item be updated. You can use full URL as well as domain relative URL. Also it supports list name. We would recommend to use constants from the workflow context.

IssuesList
/SiteUrl/ListName
[%Workflow Context:Current Site URL%]SiteUrl/ListName

Properties

Dictionary contains data for setting in created item. Keys - field names Values - updated values

[
    { 'Title' : 'New Item' },
    { 'FieldName' : 'FieldValue' }
]

Folder URL

If you want to create new item in specific folder you can specify this parameter. It can be server relative URL to folder

/SiteUrl/Lists/ListName/Projects

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Create list item in list SharePoint Online

Update List Item at Any Site

It updates values in specific list item

Parameters

Parameter

Description

Example

Item ID

ID of the item for update

144
[%Workflow Variable:ItemID%]

List Url

The URL of the list where the folder item be updated. You can use full URL as well as domain relative URL. Also it supports list name. We would recommend to use constants from the workflow context.

IssuesList
/SiteUrl/ListName
[%Workflow Context:Current Site URL%]SiteUrl/ListName

Properties

Dictionary contains data for update. Keys - field names Values - updated values

[
    { 'Title' : 'New Item' },
    { 'FieldName' : 'FieldValue' }
]

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Update list item in list SharePoint Online

Copy List Item to List

Copy the specified list item to another list.

Output parameters

Parameter

Description

Example

List Item ID

The ID of the copied item in the new list

18

Input parameters

Parameter

Description

Example

Item ID

The ID of the item in source list

99
[%Workflow Variable:ItemID%]

List Name

List name, Url or Guid

Employees
/SiteUrl/Employees
[%Workflow Context:Current Site URL%]SiteUrl/Employees

Destination List Url

The URL of the destination list. This list must contain same fields like in the source list

https://siteaddress.sharepoint.com/sites/Collection/Lists/Employees2
[%Workflow Context:Current Site URL%]Lists/Employees2

Copy Attachments

Copy the item with attached files or not

No

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Copy List Item to List

Move List Item to List

Move the specified list item to another list.

Output parameters

Parameter

Description

Example

List Item ID

The ID of the moved item in the new list

18

Input parameters

Parameter

Description

Example

Item ID

The ID of the item in source list

99
[%Workflow Variable:ItemID%]

List Name

List name, Url or Guid

Employees
/SiteUrl/Employees
[%Workflow Context:Current Site URL%]SiteUrl/Employees

Destination List Url

The URL of the destination list. This list must contain same fields like in the source list

https://siteaddress.sharepoint.com/sites/Collection/Lists/Employees2
[%Workflow Context:Current Site URL%]Lists/Employees2

Move Attachments

Move the item with attached files or not

Yes

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Move List Item to List

Copy Current List Item to List

Copy the current list item to another list.

Output parameters

Parameter

Description

Example

List Item ID

The ID of the copied item in the new list

18

Input parameters

Parameter

Description

Example

Destination List Url

The URL of the destination list. This list must contain same fields like in the source list

https://siteaddress.sharepoint.com/sites/Collection/Lists/Employees2
[%Workflow Context:Current Site URL%]Lists/Employees2

Copy Attachments

Copy the item with attached files or not

No

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Copy Current List Item to List

Move Current List Item to List

Move the current list item to another list.

Output parameters

Parameter

Description

Example

List Item ID

The ID of the moved item in the new list

18

Input parameters

Parameter

Description

Example

Destination List Url

The URL of the destination list. This list must contain same fields like in the source list

https://siteaddress.sharepoint.com/sites/Collection/Lists/Employees2
[%Workflow Context:Current Site URL%]Lists/Employees2

Move Attachments

Move the item with attached files or not

No

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Move Current List Item to List

Copy Attachments to URL

Copies attachments from the list item to the library using the specified folder URL.

Output parameters

Parameter

Description

Example

File URLs

Returns a list of copied files

[
    'http://contoso.sharepoint.com/SharedDocuments/Document1.docx',
    'http://contoso.sharepoint.com/SharedDocuments/Document2.docx'
]

Input parameters

Parameter

Description

Example

List Url

The URL of the source list. You can use full URL as well as domain relative URL. We would recommend to use constants from the workflow context.

https://contoso/SiteUrl/Lists/Issues
[%Workflow Context:Current Site URL%]SiteUrl/Lists/Issues

Item ID

The ID of the source item.

22
Variable:ItemId

Destination folder Url

The URL of the folder where the attachments will be copied.

https://contoso/SiteUrl/LibraryName/FolderName/
/SiteUrl/LibraryName/FolderName/
[%Workflow Context:Current Site URL%]SiteUrl/LibraryName/

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Copy attachments SharePoint Online

Move Attachments to URL

Moves attachments from the list item to the library using the specified folder URL.

Output parameters

Parameter

Description

Example

File URLs

Returns a list of moved files

{
    'http://contoso.sharepoint.com/SharedDocuments/Document1.docx',
    'http://contoso.sharepoint.com/SharedDocuments/Document2.docx'
}

Input parameters

Parameter

Description

Example

List Url

The URL of the source list. You can use full URL as well as domain relative URL. We would recommend to use constants from the workflow context.

https://contoso/SiteUrl/Lists/Issues
[%Workflow Context:Current Site URL%]SiteUrl/Lists/Issues

Item ID

The ID of the source item.

22
Variable:ItemId

Destination folder Url

The URL of folder where the source documents will be moved.

https://contoso/SiteUrl/LibraryName/FolderName/
/SiteUrl/LibraryName/FolderName/
[%Workflow Context:Current Site URL%]SiteUrl/LibraryName/

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Move attachments to document library SharePoint Online

Get Attachments to Dictionary

Gets list of attachments from the list item and saves them as collection in dictionary variable.

Output parameters

Parameter

Description

Example

Items

The output variable where the results will be saved.

Variable:Items

Input parameters

Parameter

Description

Example

List Url

The URL of the source list. You can use full URL as well as domain relative URL. We would recommend to use constants from the workflow context.

https://contoso/SiteUrl/Lists/Issues
[%Workflow Context:Current Site URL%]SiteUrl/Lists/Issues

Item ID

The ID of the source item.

22
Variable:ItemId

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Get attachments to dictionary SharePoint Online

Get Versions History

Returns the changes history for the specific field

Output parameters

Parameter

Description

Example

Versions

The output variable where the results will be saved.

Variable:Versions The result looks like:

[
  {
    "Editor": "10;#Roman Rylov,#i:0#.f|membership|roman@plumsail.onmicrosoft.com,#roman@plumsail.onmicrosoft.com,#roman@plumsail.onmicrosoft.com,#Roman Rylov",
    "Modified": "2016-04-15T16:48:00+00:00",
    "Value": "Test 3"
  },
  {
    "Editor": "10;#Roman Rylov,#i:0#.f|membership|roman@plumsail.onmicrosoft.com,#roman@plumsail.onmicrosoft.com,#roman@plumsail.onmicrosoft.com,#Roman Rylov",
    "Modified": "2016-04-15T16:47:12+00:00",
    "Value": "Test 2"
  },
  {
    "Editor": "10;#Roman Rylov,#i:0#.f|membership|roman@plumsail.onmicrosoft.com,#roman@plumsail.onmicrosoft.com,#roman@plumsail.onmicrosoft.com,#Roman Rylov",
    "Modified": "2016-04-15T16:46:48+00:00",
    "Value": "Test "
  }
]

Count Versions

Contains count of versions in result dictionary

Variable:CountVersions

Input parameters

Parameter

Description

Example

Field Name

Name of the field for which you want to get the version history.

Title

Item ID

Item ID of the item for which you want to get the version history.

10

List

Title or Url of chosen list

Documents

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

The URL of the current SharePoint site. This property defines context of the workflow action. All actions performed by workflow action will be executed on specified SharePoint site. If this property is blank it will use current SharePoint site by default.

https://contoso/SiteUrl
[%Workflow Context:Current Site URL%]subSite

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Run CAML query and get items SharePoint Online

Wait for any change in fields

Waits for any change in the specified fields of a document or of a list item. Once any of the specified fields changed it returns the dictionary with informaiton about old values and new values of thefields.

Output parameters

Parameter

Description

Example

Changes dictionary

The output variable where the result with field changes will be saved.Logical structure of the changes dictionary: - Colleciton of changes:

- (0)
  - FieldInternalName
  - OldValue
  - NewValue
- (1)
  - FieldInternalName
  - OldValue
- NewValue

Example of the changes dictionary represented as JSON:

[
    {
        FieldInternalName: "Status",
        OldValue: "Active",
        NewValue "Resolved"
    },
    {
        FieldInternalName: "Priority",
        OldValue: "Low",
        NewValue "High"
    }
]

Variable:changes dictionary

Input parameters

Parameter

Description

Example

Field names

Comma separated list of internal field names to track.

Status, Priority

Example

This is an example workflow which waits for changes in the fields ‘Status’ and ‘Priority’. Then the workflow iterates through the result dictionary, extracts old and new values and logs it to the workflow history.

Example: Wait for any change in fields