GO PAPERLESS IN 2022: 90 days for $90 on new accounts. 15 users included!

Edit SharePoint Lists via Form Screens

We’re launching a new Form Connector this week which will add the ability to add/edit rows to a SharePoint List.
This feature has been in testing for a few weeks and the results have been great, so we’re excited to release this to all customers!

Our existing SharePoint Connector for Forms focused on the document library aspect of SharePoint – in that you could generate custom Word, Excel and PDF outputs for storage in a library.

Now this new List Connector extends our SharePoint integration to allow manipulation of rows in a target SharePoint List.
Please note that the connector can only be configured and used by Premium level users, and this connector is not available to legacy accounts.

Setting up the Connector

SharePoint List Connector

  1. Ensure you have a valid SharePoint connection defined in the Connections area
  2. Go to the Connectors page on any Form, and add the new SharePoint List Connector
  3. Specify a List name for the connector to access and hit Save
  4. Our system will retrieve the columns available in the target List – you now simply need to map a Form value to each column as desired

Updating SharePoint Rows
By default, the SharePoint List connector will insert new rows into the target List.
If you want the connector to update pre-existing rows, then use the Key option to define a key column which will be used to find a matching SharePoint row when the connector is executed. If a matching row is found, then that will be updated. Otherwise a new row will be added.

Repeating Data
The connector also allows for repeating Form entry data – it does this by creating multiple rows, one for each repeat.
All non-repeated data is copied down into each repeat row created.

We know that a number of customers have been waiting for this functionality, so its great to finally get this live and available.
As always, let us know what you think 🙂