SharePoint Integration

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Overview

FastField offers a seamless integration with SharePoint, allowing you to enhance your workflow and data management. There are two primary delivery actions for this integration:

1. Send Files to SharePoint: Directly send various file types, such as form result PDFs, CSV files, JSON files, and more to specific SharePoint folders and subfolders.

2. Send Form to SharePoint: Map form result fields to corresponding columns in SharePoint lists.

 

In this article

 

Integrating SharePoint With Global Workflow

You can also integrate SharePoint universally through Global Workflow:
  1. Go to the Global Workflow page in the Portal (Workflow > Global Workflow).
  2. Select + New Workflow and give it a name.
  3. Under When the following form is submitted, choose a specific form or select Any to apply this workflow action to all forms account-wide.
  4. Under Perform these actions, choose Send Files to SharePoint or Send Form to SharePoint.
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 5. Authenticate your SharePoint domain. This URL must be accessible from outside your network or SharePoint Online. 
 
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Frequently Asked Questions (FAQ):

Q: What file types can be sent to SharePoint using FastField integration?
A: FastField allows you to directly send various file types, including form result PDFs, CSV files, JSON files, and more to specific SharePoint folders and subfolders.
Q: When is the last day to update the new IP Address?
A: The new IP address will need to be updated by April 11, 2024.
Q: Why is it necessary to set up the integration through Global Workflow if I've already configured form-level SharePoint Integration?
A: To enhance your user experience and align with system updates, we are transitioning away from form-level SharePoint integration. We appreciate your cooperation in migrating to the integration setup through Global Workflow.

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