Automation actions for SharePoint
AI summary
The SharePoint steps you can add when building a custom automation or changing a template, grouped by what they do. Groups include changing owners and members, adding or removing permissions, updating site collection settings, removing sharing, archiving, restoring, deleting, and provisioning a site from a template. Each group lists its actions with a short description, so you can find the right step quickly.
These are the steps an automation can run against SharePoint, grouped by what they do. You pick them when you build a custom automation or change a template.
Change owners and members 3
Replace who owns or belongs to an object.
| Action | Description |
|---|---|
| Add or remove a User from a SharePoint group | Add or remove a User from a SharePoint group. |
| Remove a User from a SharePoint Site CollectionSite collectionA site collection is the top-level SharePoint container that holds a root site, its subsites, lists, libraries and files.Read more | Remove all direct access of a user to a site collection. |
| Update SharePoint site member role | Change the role of an existing site member to owner or member. |
Add or remove owners and members 26
Add people or groups to an object, or take them off it.
| Action | Description |
|---|---|
| Add or remove a File SharePoint Group with certain permission | Adds or removes a File SharePoint Group with certain permission. |
| Add or remove a Folder SharePoint Group with certain permission | Adds or removes a Folder SharePoint Group with certain permission. |
| Add or remove a List SharePoint Group with certain permission | Adds or removes a List SharePoint Group with certain permission. |
| Add or remove a SharePoint File Group with certain permission | Adds or removes a SharePoint File Group with certain permission. |
| Add or remove a SharePoint File User with certain permission | Adds or removes a SharePoint File User with certain permission. |
| Add or remove a SharePoint Folder Group with certain permission | Adds or removes a SharePoint Folder Group with certain permission. |
Show 20 more actions
| Action | Description |
|---|---|
| Add or remove a SharePoint Folder User with certain permission | Adds or removes a SharePoint Folder User with certain permission. |
| Add or remove a SharePoint List Group with certain permission | Adds or removes a SharePoint List Group with certain permission. |
| Add or remove a SharePoint List User with certain permission | Adds or removes a SharePoint List User with certain permission. |
| Add or remove a SharePoint Site Collection Administrator | Adds or removes a SharePoint Site Collection Administrator. |
| Add or remove a SharePoint Site Collection Group with certain permission | Adds or removes a SharePoint Site Collection Group with certain permission. |
| Add or remove a SharePoint Site Collection User with certain permission | Adds or removes a SharePoint Site Collection User with certain permission. |
| Add or remove a SharePoint Site Group with certain permission | Adds or removes a SharePoint Site Group with certain permission. |
| Add or remove a SharePoint Site User with certain permission | Adds or removes a SharePoint Site User with certain permission. |
| Add or remove a Site Collection SharePoint Group with certain permission | Adds or removes a Site Collection SharePoint Group with certain permission. |
| Add or remove a Site SharePoint Group with certain permission | Adds or removes a Site SharePoint Group with certain permission. |
| Add or remove group from/to a SharePoint File sharingSharing linkA sharing link is a link in SharePoint or OneDrive that grants access to a file or folder, sometimes to people outside your organization.Read more | Adds or removes groups from/to a SharePoint File sharing. |
| Add or remove link from/to a SharePoint File sharing | Adds or removes links from/to SharePoint File sharing. |
| Add or remove user from/to a SharePoint File sharing | Adds or removes users from/to SharePoint File sharing. |
| Remove Group Direct Access from SharePoint File | Removes a specific group's direct access permission on a SharePoint file or folder. |
| Remove Sharing Link from SharePoint File | Removes an entire sharing link from a SharePoint file or folder. |
| Remove User Direct Access from SharePoint File | Removes a specific user's direct access permission on a SharePoint file or folder. |
| Restore SharePoint File broken inheritancePermission inheritanceSharePoint sites, lists, folders and files inherit their permissions from their parent by default.Read more | Restores a SharePoint File broken inheritance. |
| Restore SharePoint Folder broken inheritance | Restores a SharePoint Folder broken inheritance. |
| Restore SharePoint List broken inheritance | Restores a SharePoint List broken inheritance. |
| Restore SharePoint Site broken inheritance | Restores a SharePoint Site broken inheritance. |
Change settings and properties 4
Update a property of an object, such as a label, a name or a setting.
| Action | Description |
|---|---|
| Change Display Name of a Site Collection | Change the Display Name of a SharePoint Site Collection. |
| Set SharePoint Site Collection lock/read only state | Locks or unlocks a SharePoint site collection or sets it to read only. |
| Set quota for SharePoint Site Collection | Sets quota for SharePoint Site Collection. |
| Unlock SharePoint Site Collection | Unlocks a SharePoint site collection. |
Sharing 1
Remove or change sharing links and access.
| Action | Description |
|---|---|
| Remove document sharing | Remove all sharing capabilities set for a file. |
Archive and unarchive 3
Make an object read-only or bring it back.
| Action | Description |
|---|---|
| Archive a Site | Archives a SharePoint Site. |
| Archive or unarchive a SharePoint file | Archives a SharePoint file to Microsoft 365Microsoft 365Microsoft 365 is the Microsoft cloud suite of Teams, SharePoint, OneDrive, Exchange and the Office apps.Read more Archive cold storage, or reactivates an archived file. |
| Unarchive a Site | Unarchives a SharePoint Site. |
Restore 1
Bring back deleted objectsDeleted objectWhen you delete a user or a Microsoft 365 group, Microsoft Entra ID keeps it soft-deleted for 30 days.Read more or broken permission inheritance.
| Action | Description |
|---|---|
| Restore Site Collection from recycle bin | Restores a SharePoint Site Collection from Site collection recycle bin. |
Delete 2
Delete objects, versions or accounts.
| Action | Description |
|---|---|
| Delete SharePoint Site Collection | Moves a SharePoint Site Collection to Site collection recycle bin. |
| Remove SharePoint file versionsVersion historyVersion history keeps earlier versions of each file in a SharePoint or OneDrive library.Read more | Deletes versions of SharePoint files. |
Provisioning 1
Create new workspaces and objects.
| Action | Description |
|---|---|
| Provision SharePoint Site | Create a SharePoint Site based on a template. |
Frequently asked questions
Which actions can automations run on SharePoint?
Which actions can automations run on SharePoint?41 actions, such as Add or remove a File SharePoint Group with certain permission, Add or remove a Folder SharePoint Group with certain permission, Add or remove a List SharePoint Group with certain permission and 38 more.
How are the SharePoint automation actions grouped?
How are the SharePoint automation actions grouped?By category: Change owners and members, Add or remove owners and members, Change settings and properties, Sharing, Archive and unarchive, Restore, Delete and Provisioning.
What is an automation action?
One step an automation runs. An automation chains actions to act on the objects it finds.
Are there automation actions that work with every connector?
Yes. 7 general actions are not tied to one connector, such as Delay, Message and 5 more.
Which module includes the SharePoint connector?
Which module includes the SharePoint connector?The SharePoint connector is part of the Digital Workplace module of Rencore Governance, which every Plan includes. The connector is generally available.