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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 or SharePoint via Office 365. It will also work with SharePoint On-premise. All customers need a valid Office 365 SharePoint or Office 365 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: - 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.
- Designers select the SharePoint destination from a dropdown
- Map form/flow control values to the SharePoint columns.
- Configure two destinations for your data.
The SharePoint wizard guides you through connecting your forms/flows to SharePoint.
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In-house Customers using SharePoint in-house
Using v7.3+ with SharePoint On-premise is supported but not certified. Customers using SharePoint On-premise also need an Office 365 or SharePoint Online account. This is necessary to access the Azure Credential Services to obtain an authorization token. There is no data transfer from the SharePoint On-premise to SharePoint Online.In this configuration, Oauth2 for REST API access is needed so SharePoint Online acts as a proxy to SharePoint On-premise that is running behind your firewall.
Customers are responsible for configuring the On-premise installation and the integration with with SharePoint Online. The On-premise version of SharePoint must be version 2013+. Refer to this
Configuring the SharePoint Connector
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https://<server>:<port>/frevvo/web/sharepoint/token |
SharePoint Token - under construction
Step 2 - Configure the Live Forms Tenant for SharePoint
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