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SharePoint Connector

SharePoint Connector

Jan 08, 2024

Overview

The frevvo SharePoint Connector and Send to SharePoint document action 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.



To use the SharePoint Connector, customers need a valid Office 365 SharePoint account.

The SharePoint Connector wizard, allows you to Save the form/workflow data and metadata to a SharePoint destination. The destination could be a folder in a document library and/or a list item. With point and click tools, designers can select the SharePoint destination and map form/workflow control values to the SharePoint metadata columns.

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

Choose your Configuration Scenario

First, choose which configuration scenario is best for you. Follow the links for detailed instructions.

  1. Cloud Customers Connecting to SharePoint Online - This configuration has been certified by frevvo. Follow these steps:

    1. Configure frevvo as a SharePoint Add-in

    2. Configure SharePoint for your frevvo tenant.

    3. Connect your Forms/Workflows using the SharePoint wizard.


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

    1. Configure frevvo as a SharePoint Add-in

    2. Download the SharePoint Connector. Extract the .zip file to a temp directory. Open the extracted folder and copy the sharepoint.war to the <frevvo-home>\tomcat\webapps directory.

    3. Configure SharePoint for your frevvo tenant

    4. Connect your Forms/Workflows 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 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 frevvo to authenticate.


  4. frevvo Cloud customers connecting to SharePoint On-premise - This configuration is supported but considered unlikely as it requires your On-premise SharePoint to be exposed to the Cloud.

    1. Customers are responsible for configuring the On-premise installation and its exposure to the Cloud. 

Configuring the SharePoint Connector

Step 1 - Configure frevvo as a SharePoint App (Add-in)

We've provided the steps for configuring frevvo as a SharePoint App/Add-in. Keep in mind that the SharePoint UI may change from time to time, and modify as needed for your version. Refer to this Microsoft SharePoint article for more information about adding Apps/Add-ins.



frevvo must be added as a SharePoint provider-hosted add-in by your SharePoint Global Administrator in the Sharepoint admin center. The URL will have -admin after the domain name, e.g. https://mycompany-admin.sharepoint.com/.

Create the App

  1. Navigate to https://<yourSharePointSite>-admin/_layouts/15/appregnew.aspx

  2. Click Generate on Client ID and Client Secret.

  3. Enter a Title. The Title can be anything that can differentiate your frevvo SharePoint application from other applications.

  4. Enter the App Domain. The app domain field should be the frevvo server domain name plus the frevvo SSL port. It should be the same <server>:<port> as the redirect URL.

    • Cloud customers: app.frevvo.com:443

    • On Premise customers: <server>:8443 (or your <server>:<port> if not using the default)

  5. Enter the Redirect URI. The Redirect URI for frevvo is shown below where the <server>:<port> is the same host and port in the URL used to access frevvo.

    Redirect URI

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

    • Cloud customers: app.frevvo.com:443

    • On Premise customers: <server>:8443 (or your <server>:<port> if not using the default)

    • Remember SharePoint only allows https.

  6. Click Create. You will see a message such as "The app identifier has been successfully created." Copy the information on this screen and save it to a text file. You will need these values for the next step.

Grant the App Permissions

  1. Navigate to https://<yourSharePointSite>-admin/_layouts/15/appinv.aspx.



  2. In the App ID field, paste the Client ID you copied earlier. Click Lookup. 

  3. The Title, App Domain, and Redirect URI fields should get filled with the information you entered in the last step.

  4. Enter the Permission Request XML. Copy/paste this xml into the Permission Request XML box.

    <AppPermissionRequests AllowAppOnlyPolicy="true"> <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="Manage" /> </AppPermissionRequests>

  5. Click Create. If prompted, click Trust It.
    If you see an error that you do not have permission to trust this app, please make sure you are logged in as a global admin the Sharepoint admin center. The URL will have -admin after the domain name, e.g. https://mycompany-admin.sharepoint.com/.