Automations for SharePoint
AI summary
Ready-made SharePoint automation templates run when a policy finds a violation, on a schedule or when you start them. They are split into two groups. Reviews has five templates that archive, delete or set a site to read-only, some with an approval step. Operations has four templates that delete or restore a site collection and email its owners, either combined or one per owner.
These are the automation templatesAutomationAn automation is a workflow Rencore Governance runs on inventory objects when a trigger fires.Read more for SharePoint, grouped by what they help with. An automation runsAutomation batchAn automation batch is the group of automation runs that started from the same trigger at the same time.Read more when a policy finds a violation, on a schedule or when you start it, and carries out its steps without anyone clicking through each item.
See the SharePoint inventory reference for the objects these templates work on.
Reviews 5
Steps that run during or after an owner review.
| Automation | Description | Applies to |
|---|---|---|
| Archive SharePoint Site | Sets a SharePoint Site to read-only. | — |
| Archive SharePoint Site (with Approval) | Sets a SharePoint Site to read-only, but only after an explicit approval has been granted. | — |
| Delete SharePoint Site | Permanently deletes a SharePoint Site and all its content. | — |
| Delete SharePoint Site (with Approval) | Permanently deletes a SharePoint Site and all its content, but only after an explicit approval has been granted. | — |
| Set SharePoint Site to Read-Only | Sets a SharePoint Site to read-only. | — |
Operations 4
Day-to-day hygiene: naming, ownership, settings and configuration.
| Automation | Description | Applies to |
|---|---|---|
| Delete 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 | Moves a SharePoint Site Collection to Site collection recycle bin. | — |
| Restore Site Collection from recycle bin | Restores a SharePoint Site Collection from Site collection recycle bin. | — |
| Send a combined email to all owners of a Site Collection | Send a single (combined) email to the owners of one SharePoint Site Collection. | — |
| Send one email per Site Collection owner | Send an email to every owner of one SharePoint Site Collection and directly addresses the user by first and last name. | — |
Frequently asked questions
How many automation templates does Rencore Governance provide for SharePoint?
How many automation templates does Rencore Governance provide for SharePoint?9 automation templates, such as Delete SharePoint Site Collection, Restore Site Collection from recycle bin and 7 more.
How are the SharePoint automations grouped?
How are the SharePoint automations grouped?By category: Reviews and Operations.
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.