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SharePoint & Viva Connections Developer Documentation
https://docs.microsoft.com/en-us/sharepoint/dev/
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List templates created from a list do not include Automate rules, and there is no way from CSOM to retrieve or create one #9875

Open marcus905 opened 3 months ago

marcus905 commented 3 months ago

Target SharePoint environment

SharePoint Online

What SharePoint development model, framework, SDK or API is this about?

SharePoint CSOM

Developer environment

Windows

What browser(s) / client(s) have you tested

Additional environment details

Describe the bug / error

When creating a site template the information regarding Automate rules is not saved in the template, and recreating a list from a template will not copy it over. PnP uses the site script to retrieve and create any rule on a list, but has no way to save the content in a site script. There should be a way to save the rules with a switch (as done for the data) in the List.SaveAsTemplate() call or alternately a way to access, retrieve, create and execute site scripts to allow users to access "modern" features also via CSOM (as the underlying API is a REST API.

Steps to reproduce

  1. Save a template via List.SaveAsTemplate()
  2. Create a list specifying the previously created template in the ListCreationInformation object
  3. Open the old and new list in top bar -> Automate -> Rules -> Manage Rules, they do not match.

Expected behavior

The rules (as well as any modern features) can be selected to be saved in the template and subsequently recreated on template usage. Alternately, expose the site script retrieval and execute REST APIs in CSOM as they are already exposed and useable in PnP to circumvent the issue.