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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 onlineOnline.

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 scenario has 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. Download the SharePoint Connector. Rename it to sharepoint.war. Copy it to the <frevvo-home>\tomcat\webapps folder
    4. Connect your Forms/Flows using the SharePoint wizard.

  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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