Confluence: Add and use SharePoint lists 1.8

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. 

Add the Macro

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

Choose the macro "SharePoint Online List"

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

Configure the List macro

The Macro contains several options to select the relevant list.

      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) Optionally: 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.

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

For the list type "document library" you have the option to open, download or delete documents in the list. By clicking on the three dots in the document row a context menu appears:

Image 3: Context menu in SharePoint Online List macro (document library) (click to enlarge)

Document Upload

SINCE VERSION 1.6

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

Image 4: SharePoint Online List macro (document library) with upload button (click to enlarge)

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

Image 5: File upload dialog for SharePoint Online List macro (document library) (click to enlarge)

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. 

Image 6: Default View in SharePoint list macro (click to enlarge)

Image 7: Configured Default View in SharePoint end (click to enlarge)

Supported column types

The SharePoint List macro currently supports the following column types:

• text
• multiline text
• datetime
• number
• link
• person
• choice  
• multichoice 

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

Image 8: Notification message for not supported columns (click to enlarge)

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

Image 9: Notification message for not supported columns including details at hover (click to enlarge)

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 Create, change, or delete a view of a list or library.

Image 10: Change Default View (SharePoint Online) - special permission required (click to enlarge)

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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