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The frevvo SharePoint Connector and wizard, make it easy to create forms and approval workflows that validate information, route for signatures as required and save the data and documents to a secure SharePoint website. The Connector was designed to integrate with Office 365 SharePoint Online.

All customers need a valid Office 365 SharePoint account.

Submissions can contain multiple files of different types - Invoice, Receipt, PO etc. You may want to save these files in different locations on your SharePoint site.

The SharePoint Connector wizard, allows you to:

  1. Save the form/flow data and metadata to a SharePoint destination. The destination could be a folder in a document library and/or a list item.
  2. Designers select the SharePoint destination from a dropdown
  3. Map form/flow control values to the SharePoint columns.
  4. Configure two destinations for your data.

The SharePoint wizard guides you through connecting your forms/flows to SharePoint.

 

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  1. Cloud Customers Connecting to SharePoint Online - This configuration had been certified by frevvo. Follow these steps:
    1. Configure Live Forms as a SharePoint Add-in
    2. Configure SharePoint for your Live Forms tenant.
    3. Connect your Forms/Flows using the SharePoint wizard.

  2. In-house Customers connecting to SharePoint Online - This configuration has been certified by frevvo.   Follow these steps:

    Info

    frevvo only supports/certifies the SharePoint Connector running in the Apache Tomcat container.

    1. Configure Live Forms as a SharePoint Add-in
    2. Configure SharePoint for your Live Forms tenant
    3. Install the SharePoint Connector.

    4. Connect your Forms/Flows using the SharePoint wizard.

      Warning

      Prerequisites for this configuration:

      Tip

      When configuring a test tenant for the SharePoint Connector, use the frevvo.certificate.signature property to bypass SSL Security. Do not do this for a Production tenant.

  3. In-house customers using SharePoint On-premise - this configuration is supported but not certified.

    1. Customers using SharePoint On-premise also need an Office 365 SharePoint Online account. This is necessary to obtain an authorization token. There is no data transfer from the SharePoint On-premise to SharePoint Online.

    2. Customers are responsible for configuring the On-premise installation and the integration with SharePoint Online.

    3. The On-premise version of SharePoint must be version 2013+.

    4. Refer to this Microsoft website for information about how to use Office 365 to allow  to authenticate.

  4.  Live Forms Cloud customers connecting to SharePoint On-premise - This configuration is supported but considered unlikely as SharePoint On-premise requires your On-premise SharePoint to be exposed to the Cloud. 
    1.  Customers are responsible for configuring the On-premise installation and it's exposure to the Cloud.     

Configuring the SharePoint Connector

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Remember SharePoint only allows https.

Tip
We recommend that you create a separate user in SharePoint for frevvo forms connection, and use that user while configuring the Save to SharePoint wizard in frevvo forms. This frevvo specific SharePoint user always remains active and eliminates issues if the designer user configured your forms to submit to SharePoint using their own SharePoint login and then leaves the company.

Step 2 - Configure the Live Forms Tenant for SharePoint

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Click Trust It to authenticate and grant permission to . You will not see the trust screen on subsequent logins. The wizard will display.

Tip
  • We recommend that you create a separate user in SharePoint for frevvo forms connection, and use that user while configuring the Save to SharePoint wizard in frevvo forms. This frevvo specific SharePoint user always remains active and eliminates issues if the designer user configured your forms to submit to SharePoint using their own SharePoint login and then leaves the company.
  •  At least one designer user must also be a SharePoint user with the correct privileges to provide consent when invoking the Save to SharePoint wizard if your tenant is configured with the Azure SAML Security Manager .

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  1. Test your form/flow by filling in data, adding attachments, and submiting/completing it.
  2. Login to your SharePoint account and navigate to the specified destination. The image shows submissions saved to a SharePoint list named Demo List and the John Edwards submission data and attachments.

Using the SharePoint Connector in an Azure SAML Security Manager tenant

At least one designer user that is going to be connecting forms/flows to SharePoint with the Save to SharePoint wizard must also be a SharePoint user with the correct privileges to provide consent if your tenant is configured with the Azure SAML Security Manager .

Troubleshooting

The SharePoint Connector generates it's own logfile. Typically, the log is first place to look for information when an issue is encountered. Information about the logfile and some common issues with solutions are listed below.

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