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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.

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/workflow 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/workflow control values to the SharePoint columns.
  4. Configure two destinations for your data.

The

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

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frevvo - SharePoint Configuration Scenarios

  1. Cloud Customers Connecting to SharePoint Online - This configuration had been certified by frevvo. Follow these steps:
    1. Configure Live Forms frevvo as a SharePoint Add-in
    2. Configure SharePoint for your Live Forms 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:

    Info

    frevvo only supports/certifies the SharePoint Connector running in the Apache Tomcat container.

    1. Configure Live Forms frevvo as a SharePoint Add-in
    2. Download the SharePoint Connector. Rename it to sharepoint.war. Copy it to the <frevvo-home>\tomcat\webapps folder
    3. Configure SharePoint for your Live Forms 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 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 
      Frevvoproduct
      to authenticate.

  4. Live Forms frevvo 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. 

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These instructions assume you are a frevvo Cloud customer or have an in-house installation of 

Frevvoproduct
 up and running using the frevvo Tomcat bundle. Follow these steps:

Step 1 - Configure

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frevvo as a SharePoint App/Add-in

Frevvoproduct
must be added as a SharePoint provider hosted add-in by your global Office 365 tenant SharePoint Administrator. The process is described in Steps 1 and 2 on this Microsoft SharePoint website. Copy the Client Id and client Secret and save them somewhere on your desktop. You will need to add these values when configuring your tenant for SharePoint.

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Tip
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

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frevvo Tenant for SharePoint

Cloud and in-house customers must configure their

Frevvoproduct
tenant to connect to SharePoint as a client. frevvo expects that customers will only be integrating with one SharePoint instance for their organization. You will need the SharePoint Client Id and the Client Secret from Step 1.

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  • If you leave the PDF Name property blank, Live Forms frevvo uses the Form/Workflow Name as the pdf file name.
    • 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 name in the form/workflow using the same standard. Following the POSIX filename standard (A–Z a–z 0–9 . _ - ) will ensure it works.
  • Special characters in filenames or folder names will cause the submission to be flagged with an error in the
    Frevvoproduct
    submission table. We recommend POSIX naming standards as there are some special characters that are not supported by the connector. 

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