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SharePoint Delivery Integration (Microsoft Entra ID Authentication)

Ryan J.

With Formstack Documents, you can automatically deliver documents into Microsoft SharePoint Community Sites. SharePoint allows you to save and distribute generated documents for instant access for your team.

 

NOTE: Formstack supports both Communications and Team Sites in SharePoint

 

In order to deliver from Formstack Documents to a SharePoint site using the latest version of our integration (V2), you will need to register an App in your Microsoft Entra ID admin interface. For detailed instructions on how to accomplish this, please refer to the following Microsoft helpfile: 

 

Quickstart: Register an application with the Microsoft identity platform

 

Once you have registered an App in Entra for your Formstack Documents account to use, in Formstack Documents click on create new delivery, then filter by “Doc Storage” and choose the “SharePoint v2” SharePoint delivery integration.

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The v2 integration will require several items from your Microsoft Entra registered App, including:

  • Tenant ID
  • Client ID
  • Client Secret
  • Site URL
 
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Retrieve each of those items from your Entra App Registry.

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Next, set up is to set up API permissions. Start by deleting the default configured permissions:
 
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First create a new configuration for Microsoft Graph:

  1. Click “+ Add a permission” 

  2. Click “Microsoft Graph”

  3. Click “Application permissions”

  4. Filter the list for “sites” and choose “Sites.FullControl.All”

  5. Add the permission

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Now go through the same process to create a new configuration for SharePoint:

  1. Click “+ Add a permission” 

  2. Click “SharePoint”

  3. Click “Application permissions”

  4. Filter the list for “sites” and choose “Sites.FullControl.All”

  5. Add the permission

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Once the permissions are set, then create a new client secret:
 
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Once the new secret is created, copy and paste the “Value” field into the “Client Secret” field in Formstack Documents.
 
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Load these items into the appropriate fields in the modal window as shown below.

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Lastly, place the URL of the SharePoint site to which you wish to deliver your documents, and you may also give the delivery a description (optional).

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Then click on the “Login to SharePoint” button. Once logged in you will see the Document Library of the connected SharePoint site. You can choose any folders or subfolders to delivery documents into.

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Under ‘More Options’, you can also configure settings such as generating a subfolder for delivery. The subfolder name can be based on any merge field.

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You can also delay the delivery for a period of time and send any error messages to a specified email address.

Once you complete this configuration process by clicking "Save Delivery", we recommend executing some live merges to ensure that the delivery is sending as intended.


 




 



 

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