Connect an Adaptive Form to Microsoft® SharePoint List connect-af-sharepoint-list
To use the Submit to SharePoint List Submit Action in an Adaptive Form:
- Create a SharePoint List Configuration: It connects AEM Forms to your Microsoft® Sharepoint List Storage.
- 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:
-
Go to Tools > Cloud Services > Microsoft® SharePoint.
-
Select a Configuration Container. The configuration is stored in the selected Configuration Container.
-
Click Create > SharePoint List from the drop-down list. The SharePoint configuration wizard appears.
-
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
andClient 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
andSites.Manage.All
in the Microsoft® Graph tab to provide read/write permissions. AddAllSites.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 thetenant-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.
-
-
Click Connect. On a successful connection, the
Connection Successful
message appears. -
Select SharePoint Site and SharePoint List from the drop-down list.
-
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:
When you submit the form, the data is saved in the specified Microsoft® Sharepoint List Storage.
- image column
- metadata column
- person column
- external data column
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