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Using a custom form to create SharePoint list items

A custom form can be configured to function as an e-form using the create SharePoint list item submission action. This allows form submissions to be sent as SharePoint list items to a connected SharePoint system through the SharePoint connector asset. E-forms are especially useful as they create a log of the form submission in both the Matrix and SharePoint systems.

Example

To create an e-form that submits SharePoint list items:

  1. Create a custom form with questions. Read the Custom form documentation for more information.

    The custom form questions should correspond with the fields of a custom list in the SharePoint system. This will allow you to use the keyword replacements of the question responses in the fields of the SharePoint list. Once the custom form is complete, it needs to be configured to send form submissions to a selected SharePoint system.

  2. Right-click on the custom form and select the submission actions screen.

  3. In the Add new action section, select the Create a new action of type: field, and from the drop-down menu, select Create SharePoint list item, as shown in the figure.

    The create SharePoint list item submission action

  4. Select Save. Additional fields will be displayed on the screen.

  5. In the Existing actions section, the Create SharePoint list item action will be displayed. However, as it is not yet configured, the data source will read no connection details specified, and the action will not be valid, as shown in the figure.

    The create SharePoint list item without connector

    The Selected action section will contain the additional fields for configuring the create SharePoint list item action.

  6. In the Action name field, enter the name for the submission action. By default, the name entered into this field is Create SharePoint list item.

  7. In the Connection details section , configure the SharePoint bridge that will link Matrix to the SharePoint system where list items should be sent. Either a connection setup can be configured, or a SharePoint connector can be selected from the asset tree:

    1. In the System URL field , enter the URL to the WSDL of the SharePoint system.

    2. In the Username field , enter the username used to connect to the SharePoint system.

    3. In the Password field , enter the password used to connect to the SharePoint system. This password must be entered twice for validation purposes.

    OR

    1. In the SharePoint connector asset field , select a configured SharePoint connector to use as the SharePoint bridge to create SharePoint list item action.

  8. In the Create record settings section , configure the settings for creating the SharePoint list items:

    1. In the Select list field, select the list in which to create the SharePoint list item. This list should have fields corresponding to the questions of the custom form. Lists will only appear in this field once a SharePoint bridge has been established.

  9. In the Available fields section, enter the information for the fields available on the SharePoint list item. These fields are determined by the list chosen in the Select list field, and, as a result, a list must first be selected and committed before any fields will appear in this section. If no list has been selected, this field will read: No list selected. Keyword replacements of the e-form responses can be used in their corresponding list fields. E-form responses that are not allocated to a specific field will not appear on the SharePoint list item.

  10. In the Attachment field , enter the question ID of a file upload question of the e-form to attach uploaded files to the SharePoint list item, for example, 165:q4. To add additional attachments, select Save; additional fields will be displayed in this section.

    A list must first be selected, and Saveted before this option is available. If no list has been selected, this field will read file attachment not available.

  11. Once you have configured the Create SharePoint list item action settings, select Save. The action will now be displayed as valid in the Existing actions section, as shown in the figure.

The create SharePoint list item with connector

Form submissions can now create SharePoint list items as defined in the selected action settings, as shown in the figure.

The submission of a SharePoint list item using an e-form