Add a new Microsoft SharePoint connection to access the available 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.
Best practice is to 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.
Here we’ll cover how to add your SharePoint connection using the Connected Apps page.
Complete these instructions in the GoFormz web app.
Log in to your SharePoint account.
Note: You must re-authenticate this connection each time you change your SharePoint password.
Your new connection will appear in your Connections list with a generic name (ex. "SharePoint Connection 3").In Connected Apps, access the Action menu (. . .).
Click Details.
A modal will appear.Enter a name for your connection.
Note: Best practice is to include your Google Workspace username as part of the connection name.
Click Save.