Connect your forms to a SharePoint List to automatically push captured data as new rows (or updates) upon submission.

Adding the Connector

Follow these steps to add the 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 List from the options.

Note: The page will refresh with the connector added. Changes are not live until you click Save.

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

Connection Setup

• Using Connection: Select the authenticated MS Graph connection you wish to use.
• Sub-Site Name: * If using MS Graph, this field is required.
  • Enter the Site or Sub-site name (e.g., sites/my-subsite). 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.
• List Name: Search for the SharePoint List you want to bind to.
  • Limit: The search displays the first 25 results out of 100. If your list isn’t visible, click Specify List to type the name manually.

Data Mapping & Logic

• Field Mappings: Map your Form Fields to your SharePoint Columns. Unmapped columns will be ignored.
• Columns From View: (Optional) If using a Microsoft Graph Connection, specify column names in a comma-separated list, e.g., ID, Column 1, Column 2, etc., to load. Defaults to “All Items.”
• Key (Upsert Logic): By default, every submission creates a new row. To update existing rows instead, select a column to act as a Unique Key.
  • If a match is found, the row is updated.
  • If no match is found, a new row is created.

Advanced Options

• Repeating Form Data: If your form has repeating sections, the connector will create a separate row for each repeat entry. Non-repeated data is duplicated across these rows.
• Anonymize Personal Data: Enable this to scramble fields marked as “Personal Data” before they reach SharePoint.

Verification & Logs

Once configured, ensure your devices are synced. After a form is uploaded, you can verify the data transfer in two ways:

1. Check your SharePoint List directly.
2. View the Connector Logs within our platform’s Data Feed view.

Tips & Tricks

Clickable Media Links

You can transform your SharePoint List into a media repository by making file URLs (like PDFs or images) clickable.

Step A: Capture the URL

In your field mapping, use the FILEURL({{mediaField}}) function to get the full path of the uploaded media.

Step B: Format the SharePoint Column

To make the link clickable in the SharePoint UI:

1. In SharePoint, click the arrow next to your column name > Column Settings > Format this column.
2. Select Advanced Mode at the bottom.
3. Paste the following JSON code:

{
  "$schema": "https://developer.microsoft.com/json-schemas/sp/v2/column-formatting.schema.json",
  "elmType": "a",
  "attributes": {
    "href": "@currentField",
    "target": "_blank"
  },
  "txtContent": "@currentField", 
  "style": {
    "display": "=if(@currentField=='', 'none', 'block')"
  }
}

4. Hit Save. Your links will now open in a new tab.