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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. It will also work with SharePoint On-premise.

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

Configuring the SharePoint Connector

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https://<server>:<port>/frevvo/web/sharepoint/token

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Step 2 - Configure the Live Forms Tenant for SharePoint
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  1. Login to as the tenant admin
  2. Click the Edit Tenant link.
  3. Click the  blue arrow to expand the SharePoint section.
  4. This URL is needed if you are using  in the cloud and installing the connector locally. Enter the URL where your installation that is configured for SharePoint is located. This URL must use the https protocol.
    The URL in the Connector URL field will override the connector url that is specified as an installation parameter in the <frevvo-home>\tomcat\conf\catalina\frevvo.xml file. In some cases you can leave this field blank.
     Info
    The default value is shown below:
    <Parameter name="frevvo.sharepoint.connector.url" value="http://localhost:8082/sharepoint" override="false"/>
  5. Enter the Client Id and the Client Secret, that you saved in Step 1 into the respective fields.


  6. Enter the SharePoint Domain Name e.g. <Your SharePoint tenant name>.sharepoint.com - there is a dot between the SharePoint tenant name and sharepoint.com
  7. To determine the realm for your SharePoint site :
    1. Navigate to https://<tenant>.sharepoint.com/_layouts/appprincipals.aspx - change the <tenant> to the name of your SharePoint tenant - e.g. https://frevvo.sharepoint.com/_layouts/appprincipals.aspx
    2. Find your registered application in the list and and look at the App Identifier column. The unique identifier after the @-sign in the App Identifier is the app realm and must be entered in the Realm field.



  8. Click Submit.
SharePoint Token - under construction
The SharePoint connector stores refresh tokens in when the designer first uses the Save to SharePoint wizard to set up form/flows. Once sotred, the token is used for all subsequent interactions with SharePoint. Eventually the refresh token will expire. Whe this happens, writes to your SharePoint site will fail.
Step 3 - Connect Forms and Flows with the SharePoint wizard
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