How to Set up the SharePoint Trigger in Ouvvi V3
There has been a new feature added to Ouvvi v3 which now means you can automatically return data through your project once a change has been made to your SharePoint list.
In order to use this you will need to be using Data Synchronisation Studio Version v3.0.1096 at a minimum. This version of Data Sync can be found at our Download page.
Lets run through an example of where this could be used:
Checking VAT numbers are valid against the VIES website
In the below screenshot, we have a SharePoint list of VAT numbers with the corresponding country code, company name, VIES company name and if the VAT number is valid (present in the VIES system).
The new trigger feature in Ouvvi can be used to automatically return the VIES company name and if it is a valid VAT number, once a VAT number has been added to the SharePoint list.
Connect to SharePoint
First, we will need to create the project in Ouvvi, in this instance naming it VIES, and set up the Data Sync project by connecting to our source in this case SharePoint.
Use Dynamic Columns to Connect to the VIES Web Service
Within this project we can create a lookup to the VIES Web Service using dynamic columns to compare the VAT number entered in the SharePoint list against the VIES system (ValidCheck), and to return the company name (VIESCheck) in the VIESCompanyName column.
Map the dynamic columns as below:
NB. Ensure the data connection to the SharePoint site has been created in Ouvvi, this will make it easier to set up the trigger later.
Once this has been created we can go back into the Ouvvi project and set the trigger.
Setting Up the Trigger
To format the trigger go to triggers, then add trigger.
Within the list we can find the new option of ‘SharePoint List Trigger’.
We then need to set up the trigger, if you have added a data connection to the SharePoint site we can chose the site from the Connection Library dropdown this will add the credentials and site URL. Note that these are populated once ‘Save’ has been hit. If a connection hasn’t been made, then you will need to enter the site URL and login credentials. Be sure to update the credentials when passwords are changed. Add a title for the trigger and the name of the SharePoint List you are linking to, and hit ‘Save’.
The trigger now needs to be added to the project, by going to Add Triggers and selecting the trigger we just created, VATUpdate.
The project is now ready and active.
Test the Functionality
To show this working; If we enter data into our SharePoint table like below:
This will trigger the project within Ouvvi, as we can see below the project has run successfully.
The SharePoint table will now be updated with a valid field and VIES company name if there is one present. In the below example we can see that the Simego VAT number has returned ‘Valid’ and the company name has also been returned from VIES.
You can add further steps within Ouvvi to update other systems with the new list, such as SQL.
Download a Sample Project
Other possible uses for this might be to automate:
- Getting company names from email addresses upon receiving an email
- Pre-setting expiry dates for License Keys
- Pulling sales data into customer account profiles