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Set up your “Upsert to SharePoint Using a Completed Form” Workflow recipe
Set up your “Upsert to SharePoint Using a Completed Form” Workflow recipe

Add a row or update an existing row in your Excel table based on a key value.

Updated over 5 months ago

Automatically update a row or add a new row to an Excel table within your SharePoint account with the data you collect with your completed Forms with Workflows.

You’ll find the process of updating or adding rows based on their condition referred to as upserting.

🗒️ Note: SharePoint Workflows are only available for Advanced and Enterprise accounts.

This Workflow requires a SharePoint connection. If you haven’t added a SharePoint connection, you’ll need to do that before you set up this Workflow.

In the web app, go to the Workflows tab. Click Create Workflow to access the Workflow Recipes Library.

Select the Upsert to SharePoint using a completed Form recipe.

Screenshot displaying the “Upsert to SharePoint Using a Completed Form” Workflow Recipe card in the Workflow Recipes Library of the web app.

You'll navigate to the Workflow Editor where you’ll complete the following steps.

  1. Click the pencil icon next to the default Workflow name.
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    Enter a Workflow name.
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  2. Establish your Form Completed trigger. Start your Workflow when specific Templates are used to complete a Form by a specific user or Group.​
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    Screenshot displaying the details of the Form Completed trigger in the GoFormz web app’s Workflow Editor.

    1. Select your Template to start your Workflow when your selected users complete a Form using either a specific Template, or all Templates.
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    2. Trigger your Workflow based on Form completion using your selected Templates When completed by your selected user or Group.
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    Select the Upsert Row in Excel Table action.
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  3. Establish your Upsert Row in Excel Table action.
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    Screenshot displaying the details of the SharePoint Online: Upsert Row in Excel Table action in the GoFormz web app’s Workflow Editor.


    This action determines where within your SharePoint account you’ll upsert your completed Form data.
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    1. Select your Connection - this’ll determine the available configuration details that follow.
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    2. Select your SharePoint account details. These include Site, Document Library, Workbook Path, and Table Name.
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    3. Column Mapping delivers values to your associated SharePoint location.
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      1. Enter your SharePoint sheet’s Column Name to determine where your Workflow delivers the value you enter in the matching Cell Value.
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      2. Switch the Is Key Column? slider to active for your sheet’s key column.

  4. Click the Activation slider if you want your Workflow active immediately. ​
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    Screenshot displaying the Activation slider in the GoFormz web app’s Workflow Editor.


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    Your Workflow’s activation status is either Active or Inactive.
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  5. Click Save Draft.
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  6. Click Publish.

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