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In-house Customers connecting to SharePoint Online - This configuration has been certified by frevvo. Follow these steps:
frevvo only supports/certifies the SharePoint Connector running in the Apache Tomcat container. |
Connect your Forms/Flows using the SharePoint wizard.
Prerequisites for this configuration: |
When configuring a test tenant for the SharePoint Connector, use the frevvo.certificate.signature property to bypass SSL Security. Do not do this for a Production tenant. |
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.
Refer to this Microsoft website for information about how to use Office 365 to allow to authenticate.
These instructions assume you are a frevvo Cloud customer or have an in-house installation of up and running using the frevvo Tomcat bundle.
If your environment includes an in-house server, you must install the SharePoint Connector in the tomcat bundle on this machine. Cloud customers can skip this step.
Just a reminder about the prerequisites:
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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.
Here are some tips
where the <server>:<port> is the same host and port in the URL used to access frevvo. https://<server>:<port>/frevvo/web/sharepoint/token |
<AppPermissionRequests AllowAppOnlyPolicy="true"> <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="Manage" /> </AppPermissionRequests> |
Remember SharePoint only allows https.
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. |
Cloud and in-house customers must configure their 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.
Follow these steps:
Login to as the tenant admin
Click the Edit Tenant link.
Enter the Connector URL. - This URL is needed if you are using in the cloud and installing the connector locally. Enter the URL where your
installation that is configured for SharePoint is located. This URL must use the https protocol.
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.
The default value is shown below: |
Enter the Client Id and the Client Secret that you saved in Step 1 into the respective fields.
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.
Login as a designer user.
Click on the what happens to my data? icon on the designer toolbar.
Click Trust It to authenticate and grant permission to . You will not see the trust screen on subsequent logins. The wizard will display.
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Select a format for the Snapshot to be saved in SharePoint. The choices are: PDF, PNG or JPEG. If you do not check the Snapshot checkbox under the Destination Type section, you can leave this field empty.
Enter the site URL - this is the SharePoint site or subsite containing the destination e.g. https://frevvo.sharepoint.com - Remember this URL must specify the https protocol. This value is read in from the SharePoint tenant configuration screen for Route 1.
Set up the first location (route) where you want to save your files in SharePoint. SharePoint destinations can be a Library (and optionally a Folder), or List. Select Library or List from the Destination Type dropdown.
The wizard pulls the list of Libraries and Lists configured on your SharePoint site to populate the Library/List dropdown. Select Library or List. Only destinations that the user has access to are displayed.
Select a Content Type from the dropdown. The wizard automatically pulls the content type choices from your SharePoint site. The Content Type determines the available metadata column names for mapping. For example, if the destination is a Document list you would see Item as a choice for the Content Type. This means your submission is saved as a new item on your SharePoint list. Document Libraries show Document.as the Content Type.
Check the types of files to be saved to the selected destination. The choices are:
Data - checking this includes the XML document to be saved
Snapshot - checking this includes a snapshot of your form/flow in the format selected in the Snapshot Format field to be saved
Files - checking this includes attachments uploaded to your forms/flows to be saved. The wizard automatically lists the Upload Controls in your form/flow by name when Files is checked. The attachments for the selected Upload Controls will be saved in the configured destination.
Map the Control Names in your form/flow to the column names in your SharePoint destination. The wizard will populate the Column Name dropdown with all the columns in the destination but a maximum of 15 controls can be mapped.
When mapping Message controls with templates to the SharePoint Connector, the Save Value property should be checked. |
Click Submit.
Click the save and test icon to save the form/flow and bring up Test mode popup.
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.
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:
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.
Some common issues with solutions are listed below.
If the submission doesn't reach your SharePoint website - if does not receive a response back from SharePoint with a status code of 200, you can find information about the error from the
submission table.
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 maximum size for all fevvo connectors is set to unlimited. Any size file can be uploaded to and posted to SharePoint.
To determine the version of the SharePoint connector you are using: