Add a new GoFormz-Microsoft SharePoint connection to access GoFormz's SharePoint Workflows.
🗒️ Note: The GoFormz-SharePoint connection uses Microsoft Graph API. Managed metadata - like taxonomy fields - are not supported by Graph API.
Before you set up a SharePoint Workflow, you’ll need to contact your Account Manager to request that SharePoint be enabled on your account. You'll also need admin access through both SharePoint and Microsoft Office.
🗒️ Note: SharePoint admin access through Office requires that an Office Global Admin assign SharePoint admin access in the Office portal. You may need to wait 5-10 minutes before you see full access once it’s granted by a Global Admin.
You'll need to re-authenticate this connection each time you change your SharePoint password.
Create a "GoFormz Connection" SharePoint account for exclusive use with this connection. The account used will display as the user associated with any actions completed by this connection.
🗒️ Note: If you add your connection using Safari, you may need to allow pop-ups from GoFormz to successfully add your connection.
Navigate to the Workflows tab in the GoFormz web app where you'll access the Workflow Dashboard. Next, follow the steps below to add your new connection.
Click the Manage Connected Apps card.
You'll navigate to the Connected Apps page.
Locate the Microsoft SharePoint connection card.
Click Add connection.
A SharePoint log-in window will appear.
Log in to your SharePoint account.
Click Add.
If your connection was successful, you'll find a Microsoft SharePoint connection card on the App Connections page listed under My Connections.