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Using the SharePoint Online List macro, users can only access content that they are allowed to access in SharePoint itself. https://communardo.atlassian.net/wiki/spaces/KB/pages/2149910516/How+are+SharePoint+Online+user+permissions+applied+in+Confluence+Cloud

You can use the SharePoint Online List macro to display a SharePoint list on a Confluence wiki page. The macro can display most SharePoint list types and document libraries as well as lists created with Microsoft Lists.

Info

Special list types (for example calendar, tasks) can also be integrated but they will be displayed just like any other list (no calendar, view, etc.).

Add the Macro

Open the Macro Browser to embed a SharePoint list resp. document library 

Choose the macro "SharePoint Online List"

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Configure the List macro

The Macro contains several options to select the relevant list.

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Note

The logged in user to SharePoint should have at least read access to the SharePoint site collection in order to perform search queries on the SharePoint List macro configuration.

  1. Search Bar

Filter and find lists by searching for the lists name.

  1. Show/Hide filter settings

Show or hide additional filter settings.

  1. Filter settings

Choose the date the list has been modified for the last time. Options are "Last 24 hours", "Last week", "Last month", "Last year".

  1. Optional: define start folder

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Choose a folder within the selected list that is used as the start folder, when the list is first displayed.

  1. Default View

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The default view configured for a list in SharePoint is applied the same for the SharePoint List macro in Confluence. Therefore nothing has to be configured in the macro. Ask the SharePoint site owner (or an administrator) if you want the default view to be changed.

  1. Items per Page configuration

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Choose the number of items you want to display per list page. You can configure your list macro to display between 1 - 200 items per page.

Use the List macro

When the SharePoint Online list is added to the page, you can see the content of the list.

Note

In our current version, % characters in folders or document names are not supported. If the app responds unreliably, please check if you have a % in the name and remove it.

Open, download or delete a document

Depending from the file type there are several user interactions available. By clicking on the three dots icon in the document row a context menu is expanded:

  • Open in Office Online

  • Open in Desktop App (Coauthoring extension support for specified file types, see list below)

  • Download

  • Delete

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Coauthoring extension support for Desktop Apps
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Depending from the file type there is an additional menu entry in the list macro to open a document in the local desktop app. Depending on the SharePoints permissions settings it features Coauthoring support.

Coauthoring file types:

Word

  • docx

Excel

  • xlsx, xlsm, xlsb

Powerpoint

  • pptx, ppsx, potx

Currently not supported filetypes to open in local app:

  • xla, xml, xmlx, mht, mhtml, htm, html, dif, slk, xps and other mimetypes.

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See more information in the official documentation https://learn.microsoft.com/en-us/microsoft-365/cloud-storage-partner-program/plus/extensions and

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Document Upload

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To be able to upload files the user logged in to SharePoint has to have the permission to upload files to the embedded document library. By default, "site members" do have this permission but are dependent from the https://docs.microsoft.com/en-us/sharepoint/customize-sharepoint-site-permissions and the permission settings for the library itself (see also https://support.office.com/en-gb/article/customize-permissions-for-a-sharepoint-list-or-library-02d770f3-59eb-4910-a608-5f84cc297782 for more details).

For the list type "document library" you have the option to upload documents to the list.

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After clicking on the upload button a file upload dialog appears. You can select a single or multiple files to upload:

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You can upload files to any folder of the SharePoint document library. To upload files to a specific folder first navigate to the desired folder and then click the upload button. The files will then be uploaded to the selected folder.

Default View

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The default view configured for a list in SharePoint is applied the same for the SharePoint List macro in Confluence. 

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Supported column types

The SharePoint List macro currently supports the following column types:

  • text

  • multiline text

  • datetime

  • number

  • link

  • person

  • choice  

  • multi choice 

If there are other columns configured in the default view in SharePoint, a notification message will be shown in the SharePoint list macro:

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You can hover over the message to see which columns are not supported:

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Change default view

For changing views in a SharePoint list special permission is required. Therefore you maybe have to ask the SharePoint site owner (or an administrator) if you want the default view to be changed.

For more information about changing views in a SharePoint list see https://support.office.com/en-us/article/create-change-or-delete-a-view-of-a-list-or-library-27ae65b8-bc5b-4949-b29b-4ee87144a9c9 .

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Any subsequent changes of the default view in SharePoint are displayed the same in the SharePoint list macro immediately (after page reload).

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Which configurations are possible in the default view of SharePoint list?

  • change order of columns

  • add or remove a new column (e.g. add column "special remark")

  • filter view by one or more columns

  • sort view by one or more columns

  • sort view by specified criteria

  • show all items without folders ("flat")

Note

If the default view of a SharePoint list contains https://support.office.com/en-us/article/use-grouping-to-modify-a-sharepoint-view-18548b63-a869-4fcf-89b1-ba3d04784df7 then the groups will not be rendered in the SharePoint list macro in Confluence. Instead, the list items will be sorted according to the group sorting and secondly according to the column sorting, if there is one configured.