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Connect to Microsoft SharePoint

In order to use this feature, your SharePoint site must be accessible to the Internet.

You form can  automatically send form entry details to a SharePoint 2010, SharePoint 2013, or SharePoint Online (Office 365) list. To get started, you’ll need to create a SharePoint list with columns that match the fields on your Cognito Form. Each column title is case sensitive and must match the corresponding field label exactly.

Fields from your Cognito Form that aren’t matched accurately to a corresponding column will not be saved to the SharePoint list. This data will only be accessible through the ‘Entries’ page in Cognito Forms.


Once your SharePoint list is ready, go back to your form's Submission Settings and select the “Connect to Microsoft SharePoint” checkbox:

  • Enter the URL for your SharePoint Site Collection along with the username and password for an account that has permission to add items to your list.
  • If you are uploading documents with a File Upload field, your user account will need to have contribute permissions to the SharePoint list that will receive Cognito Forms entries.

We strongly recommend that you create a specific service account that only has the Add Items permission on the specific list.

Below is a table that explains the appropriate SharePoint column type based on the Cognito field type.

Cognito Forms Field Type Corresponding SharePoint Field Type

Textbox (type=Single Line)

  • Single line of text

Textbox (type=Multiple Lines)

  • Multiple lines of text

Name

  • Single line of text
  • Multiple lines of text

Choice (type=Drop Down)

  • Choice with Display choices using set to Drop-Down Menu*
  • Single line of text

Choice (type=Radio Buttons)

  • Choice with Display choices using set to Radio Buttons*
  • Single line of text

Choice (type=Checkboxes)

  • Choice with Display choices using set to Checkboxes*
  • Single line of text

Address

  • Single line of text
  • Multiple lines of text

Yes/No

  • Yes/No
  • Single line of text

Phone

  • Single line of text

Date (type=date)

  • Date and Time with Date and Time Format set to Date Only
  • Single line of text

Date (type=time)

  • Not supported

Email

  • Single line of text

Number

  • Number
  • Single line of text

Website

  • Hyperlink or Picture (format URL as hyperlink)
  • Single line of text

Currency

  • Currency
  • Single line of text

Rating Scale

If using a rating scale in Cognito, each individual question should be created as a column whose type is:

  • Single line of text
Signature
  • Sent to SharePoint as an image attachment

Content

  • Not supported

Section

  • SharePoint doesn’t have the concept of sections, but fields inside of a section will need to correspond to a column.

Repeating Section

  • Not supported
Table Field
  • Not supported

File Upload**

  • No field needs to be created in SharePoint. These files will appear as attachments on the SharePoint list item.

Calculation (type=Text)

  • Single line of text or Multiple lines of text

Calculation (type=Yes/No)

  • Yes/No
  • Single line of text

Calculation (type=Number)

  • Number
  • Single line of text

Calculation (type=Percent)

  • Number
  • Single line of text

Calculation (type=Currency)

  • Currency
  • Single line of text

Calculation (type=Date)

  • Date and Time with Date and Time Format set to Date Only
  • Single line of text

Calculation (type=Time)

  • Not supported

 

Some things to note:

*Choice fields: The different options in your Cognito Form will also need to be placed in the ‘Additional Column Settings’. Each of the options are case sensitive and will need to be added exactly as the options appear in your Cognito Form.

**File Uploads: Any file submitted using the File Upload field will automatically be added as an attachment - if the user account has contibute permissions for the SharePoint list. Currently image attachments in SharePoint Online can only be viewed by right-clicking and viewing in a new tab. This is a current issue in SharePoint Online and we have submitted this issue to Microsoft.

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