How to use standard and custom SharePoint authentication

Situation

By default, Formotus forms use standard SharePoint authentication. Moblie users of organizations that require federated authentication may not be unable to query or submit data to their SharePoint environments.

Federated authentication refers to using the SharePoint browser object (e.g. Office 365 login form) to enter user credentials.

Solution

The Formotus service now supports organizations whose data connections to SharePoint environments require federated authentication. Federated authentication provides enhanced security because the Formotus app does not use or store the credentials; the mobile user is authorized via a cookie received from SharePoint.

Details

You can submit  a request to Formotus to turn on federated authentication for your new organization to be enabled for federated SharePoint credentials.

When an organization has federated SharePoint credentials enabled:

  1. Credentials embedded in the form using the Formotus portal are not supported when custom authentication is used.
  2. Every end user must enter credentials the first time any SharePoint data connection is used (after that the credentials will be remembered).
  3. The user will not be prompted for credentials when submitting a form while offline.
    • If valid credentials have been entered previously and the cookie has not expired, the item will be auto-sent when online.
    • If the mobile user's credentials have not previously been entered, the user will need to visit the Outbox in the Formotus Pro app while online to add their credentials.

Connect Using Custom Authentication

When you create your form be sure to select the Custom Authentication option when creating a data connection to SharePoint.

Some connections will require that you enter a List ID, which is the unique GUID of the list you are connecting to.

How to Find Your List ID

Navigate to your list in SharePoint and click List Settings. The List ID is found at the end of the URL in the browser address bar, where it looks something like this:

https://example.sharepoint.com/_layouts/15/listedit.aspx?List={ADF6019C-85FA-4170-BF7B-CD1062F2FB2A}

You may be able to select and copy only the List ID (green text above) out of the URL and paste it into the field in Formotus. However, if you copy and paste the whole URL then the brackets and hyphens may be encoded like this:

https://example.sharepoint.com/_layouts/15/listedit.aspx?List=%7BADF6019C%2D85FA%2D4160%2DBF7B%2DCD1063F2FB2A%7D

In this case, you need to omit the %7B and %7D {brackets} and replace each %2D with a hyphen.

Tip: You can also use a handy online tool like this one to extract the List ID from the whole URL.

 

 

 

 

 

 

 

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