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If you want to customize the name of the PDF of your form/workflow to SharepointSnapshot saved 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 pdfPDF's in the saved on your SharePoint site will be named {EmployeeName}.pdf.

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  • If the Form/Workflow Name contains special characters, the PDF will not post to SharePoint generating an HTTP 403 status error. To avoid any issues, name your form/workflows using characters that are suitable for filenames and explicitly set the pdf PDF name in the form/workflow using the same standard. Following the POSIX filename standard (A–Z a–z 0–9 . _ - ) will ensure it works.

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Section
Column
width50%

< (less than)
> (greater than)
: (colon - sometimes works, but is actually NTFS Alternate Data Streams)
" (double quote)
/ (forward slash)
\ (backslash)
| (vertical bar or pipe)
? (question mark)
* (asterisk)

Column
width50%

This can happen if you do not name the PDF file, and it defaults to your form/workflow name, if that name has special characters.

Warning

You cannot use templates (i.e. {EmployeeName} in Sharepoint SharePoint Folder names.

Check Submissions on SharePoint

When the form is submitted or the workflow is completed, submission data, metadata and attachments are uploaded to the specified destination in your SharePoint accountVerify . To verify your stored submissions on your SharePoint website:

  1. Test your form/workflow by filling in data, adding attachments, and

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  1. submitting it.
  2. Login to your SharePoint account and navigate to the specified destination. The

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  1. images show submissions saved to a SharePoint list

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  1. and individual submission data and attachments.

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Using the SharePoint Connector in an Azure SAML Security Manager tenant

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All tenant admin(s) in your tenant or workflow 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. Check for some of these common issues:

  • Special characters in a file name
  • Incorrect login information
  • Controls used in metadata changed or removed
  • SharePoint folder name or metadata column changes

Max file size

The maximum size for all fevvo all 

Frevvoproduct
connectors is set to unlimited. Any size file can be uploaded to
Frevvoproduct
and posted to SharePoint.

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If your users see an error like "org.springframework.security.oauth2.client.resource.UserRedirectRequiredException: A redirect is required to get the users approval" when accessing or trying to submit a form, the cause is that your Sharepoint SharePoint Token has expired. The user who owns the Sharepoint SharePoint Account (usually the designer) will need to login and provide consent to refresh the token. You can learn more in this Microsoft Documentation. Currently frevvo does not provide a way to generate a new refresh token automatically. This feature may be added in a future release. However, until then the Sharepoint SharePoint account user will have to provide consent for a fresh token every 6 months.

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