Generate and upload custom file outputs of form-captured data to SharePoint.

Adding the Connector

Follow these steps to add the document connector to your specific form:

1. Navigate to App Workshop > Forms.
2. Hover over your desired form and click the Connect icon.
3. Click the Add Connector button (top-right).
4. Select SharePoint Document from the options.

Note: The page will refresh with the connector added. Changes are not live until you click Save. Properties that display a Hammer icon support dynamic values using the Formula Builder.

Quick Access Tip

If you are already inside the Form Builder or Settings view, you don’t need to go back to the main menu. Simply click the Connectors tab located directly under the form title at the top of the screen.

Configuration Settings

Destination & Permissions

• Sub-Site Name:* If using MS Graph, this field is required.
  • Enter the Site or Sub-site name (e.g., sites/marketing). Use the Search icon to browse available sites.
  • If you’re using an App-Only Microsoft Graph Connection with restrictive permissions (e.g., Sites.Selected), site search is disabled; you must provide the full SharePoint site URL (e.g., tenant.sharepoint.com/sites/mysitename) to establish the connection.
• Folder URL: Specify the relative path to your folder (e.g., Shared Documents/Client Uploads). If left blank, “Shared Documents” is used by default.
• Permissions: Ensure the connected SharePoint user has sufficient rights to create files and subfolders in the target path.

File Customization

• File Format: Choose how data is packaged. Options include PDF, Word, Excel, CSV, JSON, XML, and Plain Text.
• File Name: Enter a custom name. Use the Hammer icon to include form fields (e.g., Invoice-{{ClientName}}).
• Disable Random Code: By default, the system appends a 6-character code to prevent file overwriting. Toggle this to keep the name exactly as specified.
• Send Media Files: If checked, you can select individual photos or signatures to upload alongside your main file.

Data Templates

Upload a template to control the visual layout of your output.

• PDF: Use Word (.docx) or Excel (.xlsx) templates.
• Word/Excel: Use a matching file type template.
• JSON/XML/Text: Use a .txt, .json, or .xml template.

Advanced Logic & Privacy

• Run Conditions: Click Add Run Condition to use the Formula Builder. The connector will run only if the formula returns “True.”
• Wait No Longer Than: Set a maximum wait time for media uploads. This forces the connector to run even if high-resolution images are still being processed.
• Anonymize Personal Data: * If enabled, fields marked as “Personal Data” are either excluded or converted to a non-human-readable format to ensure privacy compliance.
• Keywords / Tags: Optionally add Enterprise Keyword tags to the file (requires Enterprise Keywords to be enabled in SharePoint).

Tips & Tricks

Clickable PDF Links

If you are saving PDF reports to a folder, you can make these files easily accessible from a SharePoint List.

1. Generate the Link: Use the FILEURL() function in your form logic to capture the path of the generated report.
2. Format the Column: Use the Advanced Mode in SharePoint column settings to paste the JSON formatting code (refer to the “SharePoint List Connector” guide for the specific code snippet).