We implemented a feature that simplifies the process of accessing and utilizing files from OneDrive account within workflows. The File Loader step allows workflows to dynamically load Excel files from specific Sharepoint sites or OneDrive. It can be configured in two ways:

NOTE: Only EXCEL files are supported!

Manual File Selection

When executing a workflow requiring an input file in Vince Live, users can manually select a file from their operating system or chose one from OneDrive/Sharepoint by enabling the toggle

Note: that only excel files can be selected and this works for any workflow containing an m3 api step. No additional setup is required for this to work while building the actual workflow.

For the file picker to be able to list the users OneDrive / Sharepoint Files & Folders the picker app must be granted consent by your Microsoft Entra Admin (See here for more details on the required permissions)

Automated Folder Configuration

For an automated workflow setup which for example is the case for scheduled workflows or other workflows that are not run by a user interaction File Loader step can be used.

The prerequisite for this is that a Connection to OneDrive is created. Follow these steps before proceeding further (Setup OneDrive Connection )

NOTE: Only Sharepoint sites are supported for automated configuration, personal OneDrive or Shared folders are not supported!

1. While creating a workflow, make sure to include the "File Loader" step after trigger component.
2. Click on the "File Loader" step, and you'll notice a set of storage service options.
3. Select "OneDrive" as your preferred storage service.
4. After choosing OneDrive, you'll see a drop-down menu labeled "Select Connection." This is a crucial step.
5. Here, you will choose the connection that you previously created, establishing secure access to your Sharepoint site.