AEM Forms as Cloud Service with Microsoft Sharepoint

Transcript

Hi, in this video we will take a look at integrating AEM forms cloud service with SharePoint. So before we start the integration we need to create and register an app in portal.azure.com. So I’ve logged into my portal azure and go to app registrations here. Click on new registration to create a new app. Give a meaningful name here. So I’m going to call it AEM forms with SharePoint. Click on register. Make a note of the client id here. So that’s the client id. I’m gonna store it here and we need to add a redirect url here. So the redirect url, click on add platform, click on web and the redirect url will be something like this. The server name followed by libcq sharepoint content configurations slash wizard dot html. So this is the url. Put this url in here and click on configure. The next thing this is completely optional to do is to create a secret key. So if you want you can create a secret key and to create a secret key is click on certificates and secrets then go to new client secret. Give a meaningful name here AEM sharepoint secret key. It expires in six months. Click on add. That’s the secret key here. Make copy that secret key because we will need this when we are configuring the cloud services in AEM forms cloud service and store it here. Client secret is this. And now that our app configuration is complete the next step is to use these credentials in the cloud services configuration of AEM forms. Now that we have created and registered the app the next thing to do is to create the cloud services configuration from AEM forms cloud service. So I’ve logged into my cloud service instance of AEM forms. Go into the tools option here and go into the configuration browser to create our new container or the folder which will hold our configuration. So I’m gonna create a new folder here call it SharePoint and make sure you select cloud configurations here. The next thing we need to do now is to create a cloud services configuration. So for that we go into the tools go to cloud services and click on Microsoft SharePoint here. Select the folder that we just created that was SharePoint and click on create. So here give a title meaningful title AEM forms with SharePoint. You need to give the client id, client secret and the OAuth URL. So these are here so I already have the client id here. And the client secret is we got when we created the secret key. That’s it secret. Here it says it’s optional but our app that we registered has a client secret so then we need to provide that client secret key here then the OAuth URL so that can be got from your azure portal here. So go into the overview and go into the endpoints and the first URL or 2.0 authorization endpoint. So copy that and paste it into this OAuth URL here and then click on connect. So click on accept. And you need to specify the SharePoint site here. So in my case I’m going to specify a site that is already created called exe technical marketing. Exe technical marketing and then you can leave these other options as is or if you want you can customize the appropriate document library and the folder in which you want to save the form submissions. Then make sure you click on create to complete the process of creating the cloud services configuration. The next thing we need to do now is to hook up this endpoint with our form submission. So now that our cloud services configuration is created the next thing we need to do is to associate that cloud services configuration with our adaptive form. So for that I’ve created a simple adaptive form here and I would like to show you certain properties which you must make sure are correct. The first thing we need to do is to make sure that the configuration container is the correct container that we’re going to use. So in our case we had a configuration container called SharePoint and in that we created our cloud services configuration. So make sure your adaptive form also uses the same configuration container. The next thing we need to do is to we have selected the option to generate a document of record automatically. So what that means is every time you submit the form a PDF version of the data that was entered in the form will be created. So those are the two settings that you need to remember if you want to generate a document of record make sure you select this and then make sure the configuration container is the one that you want which has the cloud services configuration. So then I’m going to save this and then we need to configure the submit options of the form. So open the form in the edit mode, go to the form container, click on submission, select submit to SharePoint option and that’s the configuration that we had created there’s only one there and make sure you select the input document of record so that way the automatically done generated document of record will be stored along with the form data in the SharePoint site. So then you save your settings here and then let me do a preview of the form. So I’m going to do a preview as HTML the values are pre-populated select the month here and I’ve already I’m also going to attach a pdf to the form so that we can see that the file attachments also get stored in SharePoint. So that’s the form and click on submit. So now the form is getting submitted to SharePoint with the generated document of record and the attachment that we’ve added to the form give it a couple of seconds and the submission should go through. Yeah the form was successfully submitted to verify that the data was stored in SharePoint we go into our SharePoint site here and go into this folder do a refresh SharePoint and forms today’s it’s in the hierarchy year month and day and that’s the default id so that’s a unique id so every form submission will have a unique id folder so drill down into that you will see the attachment the data document of record and the metadata so if you open the attachment here that’s the that’s the 1040 form that I added to the form and you can even download the documents from here by clicking on this and click on download so then it will be downloaded into your local drive so this way you can easily submit your adaptive form into a SharePoint.