DocumentationAEM as a Cloud ServiceUser Guide

Connect an Adaptive Form to Microsoft® SharePoint List connect-af-sharepoint-list

Last update: Thu Feb 13 2025 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Applies to:
  • Experience Manager as a Cloud Service

CREATED FOR:

  • User
  • Developer

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

  1. Create a SharePoint List Configuration: It connects AEM Forms to your Microsoft® Sharepoint List Storage.
  2. Use the Submit using Form Data Model (FDM) in an Adaptive Form: It connects your Adaptive Form to configured Microsoft® SharePoint.

1. Create a SharePoint List Configuration

To connect AEM Forms to your Microsoft® Sharepoint List:

  1. Go to Tools > Cloud Services > Microsoft® SharePoint.

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

  3. Click Create > SharePoint List from the drop-down list. The SharePoint configuration wizard appears.

  4. 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/sharepointlist/content/configurations/wizard.html. Replace [author-instance] with the URL of your Author instance.

    • Add the API permissions offline_access and Sites.Manage.All in the Microsoft® Graph tab to provide read/write permissions. Add AllSites.Manage permission in the Sharepoint tab to interact remotely with SharePoint data.

    • 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 note
      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.

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

  6. Select SharePoint Site and SharePoint List from the drop-down list.

  7. Select Create to create the cloud configuration for the Microsoft® SharePointList.

2. Use the Submit using Form Data Model (FDM) in an Adaptive Form use-submit-using-fdm

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

  1. Create a Form Data Model (FDM) using Microsoft® SharePoint List configuration
  2. Configure the Form Data Model (FDM) to retrieve and send data
  3. Create an Adaptive Form
  4. Configure Submit action using a Form Data Model (FDM)

When you submit the form, the data is saved in the specified Microsoft® Sharepoint List Storage.

NOTE
In Microsoft® SharePoint List, the following column types are not supported:
  • image column
  • metadata column
  • person column
  • external data column
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