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Live Forms - SharePoint Configuration Scenarios
- Cloud Customers Connecting to SharePoint Online - This configuration had been certified by frevvo. Follow these steps:
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.
- Configure Live Forms as a SharePoint Add-in
- Download the SharePoint Connector. Rename it to sharepoint.war. Copy it to the <frevvo-home>\tomcat\webapps folder
- Configure SharePoint for your Live Forms tenant
- Connect your Forms/Flows using the SharePoint wizard.
- In-house customers using SharePoint On-premise - this configuration is supported but not certified.
- 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.
- Customers are responsible for configuring the On-premise installation and the integration 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.Frevvoproduct
- 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.
- Customers are responsible for configuring the On-premise installation and it's exposure to the Cloud.
- Customers are responsible for configuring the On-premise installation and it's exposure to the Cloud.
Configuring the SharePoint Connector
These instructions assume you are a frevvo Cloud customer or have an in-house installation of
up and running using the frevvo Tomcat bundle. Follow these steps: Frevvoproduct
Step 1 - Configure Live Forms as a SharePoint App/Add-in
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Here are some tips
- The Title can be anything that can differentiate your frevvo SharePoint application from other applications.
- The app domain field should be the
server domain name plus theFrevvoproduct
SSL port. It should be the same <server>:<port> as the redirect URL.Frevvoproduct - app.frevvo.com:443 for Cloud customers
- <server>:8443 for an in-house installation.
- The Redirect URI for
is shown belowFrevvoproduct where the <server>:<port> is the same host and port in the URL used to access frevvo.
- For a cloud customer, that would be app.frevvo.com:443.
- For an on-premise customer, a typical example would be <server>:8443.
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https://<server>:<port>/frevvo/web/sharepoint/token |
- The Permission Request XML should be: You can copy/paste this xml into the Permission Request XML box.
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<AppPermissionRequests AllowAppOnlyPolicy="true"> <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="Manage" /> </AppPermissionRequests |
Remember SharePoint only allows https.
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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
Cloud and in-house customers must configure their
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Follow these steps:
Login to
as the tenant adminFrevvoproduct Click the Edit Tenant link.
- Click the blue arrow to expand the SharePoint section.
Enter the Connector URL. - This URL is needed if you are using
in the cloud and installing the connector locally. Enter the URL where yourFrevvoproduct
installation that is configured for SharePoint is located. This URL must use the https protocol.Frevvoproduct The URL in the Connector URL field will override the connector URL that is specified in the configuration property in the <frevvo-home>\tomcat\conf\frevvo-config.properties file. In some cases you can leave this field blank.
Info The default value is shown below:
frevvo.sharepoint.connector.url=http://localhost:8082/sharepointEnter the Client Id and the Client Secret that you saved in Step 1 into the respective fields.
- 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
- To determine the realm for your SharePoint site :
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
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.
- Click Submit
- Browse http://<your server:port>/sharepoint/health (replace <your server:port> with your frevvo server:port) to check the status of the connector. If the connector is up and running, you will see { "status" : "UP" }.
- Proceed to Connect Forms/Flows with the Save to SharePoint wizard
Step 3 - Connect Forms and Flows with the SharePoint wizard
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Special Characters in Filenames
If you want to customize the name of the PDF of your form/flow to Sharepoint, make sure you have Save PDF checked. An optional field that is used to name the PDFs displays. You can use templates in this field. For example, if you have a control called EmployeeName in your form, you can type {EmployeeName} into the PDF Name field and the pdf's in the on your SharePoint site will be named {EmployeeName}.pdf.
- If you leave the PDF Name property blank, Live Forms uses the flow/form name as the pdf file name. The PDF will not post to SharePoint generating an HTTP 500 status error if the Form Name contains special characters. To avoid any issues, name your form/flows using characters that are suitable for filenames and explicitly set the pdf name in the form/flow using the same standard. Following the POSIX filename standard (A–Z a–z 0–9 . _ - ) will ensure it works.
- Special characters in filenames will cause the submission to be flagged with an error in the
submission table.Frevvoproduct
Check Submissions on SharePoint
When the form is submitted or the flow is completed, submission data, metadata and attachments are uploaded to the specified destination in your SharePoint account
Verify your stored submissions on your SharePoint website:
- Test your form/flow by filling in data, adding attachments, and submiting/completing it.
- 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
Some common issues with solutions are listed below.
Doc Post Failure
If the submission doesn't reach your SharePoint website - if
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All tenant admin(s) in your tenant or flow admin(s) configured for specific workflows will receive a Doc Post Failure notification email to alert them that an issue has occurred. The <server-name> will be provided in the email subject.
Max file size
The maximum size for all fevvo connectors is set to unlimited. Any size file can be uploaded to
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Determine the version of the SharePoint Connector you are using:
To determine the version of the SharePoint connector you are using:
- Browse http://<your server:port>/sharepoint/info - the version information is returned as shown in the image.