DocumentationAEM as a Cloud ServiceUser Guide

Connect an Adaptive Form to Microsoft® SharePoint Document Library

Last update: Mon Apr 14 2025 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Applies to:
  • Experience Manager as a Cloud Service
  • Topics:
  • Adaptive Forms
  • Core Components

CREATED FOR:

  • User
  • Developer

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https://video.tv.adobe.com/v/3444368/formautomation-productivitytools-adaptiveforms--sharepointintegration-documentlibrary/?quality=12&learn=on

To use the Submit to SharePoint Document Library Submit Action in an Adaptive Form:

  1. Create a SharePoint Document Library Configuration: It connects AEM Forms to your Microsoft® Sharepoint Storage.
  2. Use the Submit to SharePoint submit action in an Adaptive Form: It connects your Adaptive Form to configured Microsoft® SharePoint.

1. Create a SharePoint Document Library configuration

To connect AEM Forms to your Microsoft® Sharepoint Document Library storage:

  1. Go to your AEM Forms Author instance > Tools > Cloud Services > Microsoft® SharePoint.

  2. Once you select the Microsoft® SharePoint, you are redirected to SharePoint Browser.

  3. Select a Configuration Container. The configuration is stored in the selected Configuration Container.

  4. Click Create > SharePoint Document Library from the drop-down list. The SharePoint configuration wizard appears.

    Sharepoint configuration

  5. Specify the Title, Client ID, Client Secret and OAuth URL. For information on how to retrieve Client ID, Client Secret, Tenant ID for OAuth URL, see Microsoft® Documentation.

    • You can retrieve the Client ID and Client Secret of your app from the Microsoft® Azure portal.

    • In the Microsoft® Azure portal, add the Redirect URI as https://[author-instance]/libs/cq/sharepoint/content/configurations/wizard.html. Replace [author-instance] with the URL of your Author instance.

    • Add the API permissions offline_access and Sites.Manage.All to provide read/write permissions.The Sites.Manage.All is a permission scope in Microsoft’s Graph API that grants an application the ability to manage all aspects of SharePoint Sites such as deleting or modifying Sites.

      NOTE
      You can also configure the SharePoint Sites with limited access by using the Sites.Selected permission scope in Microsoft’s Graph API. The Sites.Selected is a permission scope in Microsoft’s Graph API that allows more granular and restricted access to SharePoint sites.

    • Use OAuth URL: https://login.microsoftonline.com/tenant-id/oauth2/v2.0/authorize. Replace <tenant-id> with the tenant-id of your app from the Microsoft® Azure portal.

      NOTE
      The client secret field is mandatory or optional depends upon your Azure Active Directory application configuration. If your application is configured to use a client secret, it is mandatory to provide the client secret.

  6. The offline_access Sites.Selected permission scope in Microsoft’s Graph API that allows more granular and restricted access to SharePoint sites. The offline_access Sites.Manage.All permission scope in Microsoft’s Graph API that allows full access to SharePoint sites.

  7. Click Connect. On a successful connection, the Connection Successful message appears.

  8. Now, select SharePoint Site > Document Library > SharePoint Folder, to save the data.

    NOTE
    • By default, forms-ootb-storage-adaptive-forms-submission is present at selected SharePoint Site.
    • Create a folder as forms-ootb-storage-adaptive-forms-submission, if not already present in the Documents library of the selected SharePoint Site by clicking Create Folder.

Now, you can use this SharePoint Sites configuration for the submit action in an Adaptive Form.

2. Use SharePoint Document Library Configuration in an Adaptive Form

You can use the created SharePoint Document Library configuration in an Adaptive Form, to save data or generated Document of Record in a SharePoint folder. Perform the following steps to use a SharePoint Document Library storage configuration in an Adaptive Form as:

  1. Create an Adaptive Form.

    NOTE
    • Select the same Configuration Container for an Adaptive Form, where you have created your SharePoint Document Library storage.
    • If no Configuration Container is selected, then the global Storage Configuration folders appear in the Submit Action properties window.

  2. Select Submit Action as Submit to SharePoint.
    Sharepoint GIF

  3. Select the Storage Configuration, where you want to save your data.

  4. Click Save to save the Submit settings.

NOTE
When you submit the form, the data is saved in the specified Microsoft® Sharepoint Document Library Storage. Folder structure to save data is /folder_name/form_name/year/month/date/submission_id/data.
NOTE
Attachments are also stored in the /folder_name/form_name/year/month/date/submission_id/data directory. However, if you select Save Attachments with Original Name, the attachments are stored in the folder using their original filenames.
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