Add and use SharePoint lists (Latest Server/DC)

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.

Add the Macro

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

Choose the macro "SharePoint Online List"

Open

 Image 1: Add SharePoint lists macro (click to enlarge)

Configure the List macro

The Macro contains several options to select the relevant list.

Open

Image 2: SharePoint Online List configuration (click to enlarge)

1. Search Bar

Filter and find lists by searching for the lists name.

2. Show/Hide filter settings

Show or hide additional filter settings.

3. 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".

4. Optional: define start folder since version 1.5

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

5. Default View since version 1.7

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.

6. Items per Page configuration SINCE VERSION 1.11

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.

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

Coauthoring extension support for Desktop Apps since version 1.11.0

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.

Document Upload

since version 1.6

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

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

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

since version 1.7

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

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:

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

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 .

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