How to submit to a SharePoint List

ABOUT

This article will explain how you can submit data to a SharePoint List directly from your Formotus Form.  For information regarding submitting multiple rows of data to your SharePoint List, please see the following article: https://support.formotus.com/hc/en-us/articles/360025636411-How-to-submit-multiple-items-to-a-SharePoint-list

HOW TO SUBMIT TO A SHAREPOINT LIST

Step 1. Add a control(s) into your form.  In this example, I will be updating a simple list that has 2 columns; Title and Family.  I will use 2 textbox controls that will transfer data to my list.

splistexample.png

Step 2. Add the SharePoint List data connection.  In the right panel of your form select +Data Connection; if you do not see this option, be sure the Data & Submit tabs are selected.

datadestination.png

Select SharePoint List, then Next in the popup.

SPListpopup.png

In the data connection wizard, complete the following information to set up your SharePoint List connection

SPListWizard.png

Name: You can add any name you like for this data connection. (Ex. List Submit)

SharePoint Information: Paste your SharePoint List URL here; it should end in /Allitems.aspx.

Authentication: There are 2 authentication methods to select from Standard or Custom. Choosing Standard authentication requires you to add the credentials for your SharePoint server.  Custom authentication does not require any credentials.  However, if you choose this setting, it requires that the Federated Login option needs to be activated on your SharePoint account. (Learn more about Standard and Custom SharePoint authentication.)

CONNECT: Enter your SharePoint credentials that have access to the specified SharePoint listand select CONNECT. This connects you to your SharePoint list, allowing you to select the desired list in the Select list dropdown.

Select list: After you've connected to SharePoint, select the list you want to submit to in this dropdown.

Attach credentials: Attaching user credentials (learn how to attach credentials here) in your form eliminates the need for mobile users to enter SharePoint credentials on their device. The credentials are encrypted in the Formotus mobile form, so none of your mobile users will be able to see what the credentials are.

Use this destination to submit from device menu: Checking this box will allow mobile users to submit to this data destination from the Formotus mobile client software on the users' device (Android, iOs, Windows) menu. [Note:  Although, users can submit forms from the Formotus mobile app's device menu, Formotus strongly recommends including a Submit button in all forms to improve usability for your mobile users.]

What happens to the form after submit: Select what action you’d prefer after the form has been submitted off a mobile device. Submitted form options include; CloseKeep Open or Open New.  Typically, you would keep Close selected.  This dropdown will be read-only unless the checkbox Use this destination to submit from device menu is selected.

Insert multiple Items: For this example, there is no need to select this checkbox.  For more information, please refer to the article link under ABOUT.

Once finished, select DONE and be sure to Save & Publish your form for your updates to show on your mobile device.  Also, you may want to add a Submit button to your form and link this data destination to easily submit your drafts.

Step 3. Log in to your mobile device and install your form.  If this is not a new form, you will want to refresh your forms list and update the form to get the new updates.  Below is my form on my device; I will enter values and submit.

listdevice.jpg

Shown below is the SharePoint List with my data submitted from my device.  Keep in mind that you may need to refresh your list for the new data to appear.  

SPList.png

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