Create Ticket My Tickets Post Discussion
Welcome
Login  Sign up

Adding an MS Graph Connection



Currently, integrations with MS products (OneDrive, Sharepoint) require authenticating a Connection for each product. However, with the introduction of MS Graph Connections, this will soon become simpler.  One Connection authenticating communication for numerous MS products. 

At present, our MS Graph Connection only supports Sharepoint Documents & Lists.

Before commencing, you'll need access to your MS Azure portal (Authenticate Connection) and Sharepoint account (Configure Form/Data Source Connectors).

  • Adding a Connection
    • Acquiring Client ID
    • Acquiring Client Secret
    • Authorizing Connection
  • Data Source Connector
  • Form Connector

Adding a Connection

When logged into the web dashboard, navigate to Connected Data > Connections > Add Connection - Microsoft Graph.

Once added, you'll be presented with the Connection's properties:

PropertyDescriptionObtained?
Client ID
Client ID Set up for your App
via Azure portal
Client SecretClient Secret Set up for your App
via Azure portal
Callback URLhttps://secure.formsonfire.com/oauth2/microsoftgraphcallback
used in Azure portal, Redirect URI when registering app.

Acquiring Client ID

When logged into your Microsoft Azure portal using your Sharepoint details, you'll need to register an application via App Registrations with the following configuration.

PropertyConfiguration
Application NameThe user-facing display name for the application.
Supported Account Types

Tick: Accounts in my organizational directory (Any Azure AD directory - Multi-tenant)


Redirect URISelect the Web option and enter the Callback URL provided.

Next, you'll need to navigate to API Permissions and add the following MS Graph API Permissions:

API/Permission Name
Description

Sharepoint Requirements
offline_access
Maintain access to data you have given it access to
Sites.Manage.All
Create, edit and delete items and lists in all site collections
Files.ReadWrite
Read, create, update, and delete the signed-in user's files.
Sites.ReadWrite.All
Edit or delete items in all site collection
User.Read
Sign in and read user profile

Next navigate to Overview > Essentials > Application (client) ID. This ID is the Client ID property required.


Acquiring Client Secret

Next, you'll need to navigate Certificate & Secrets > Client Secrets (tab) and add New Client Secret.

Copy the Secret Value. This value is the Client Secret property required.


Authorizing Connection

Finally, after entering your Client ID and Secret, hit Save and then Authorize.



NOTE: MS Graph Connections support 2FA when authorizing.

Now when adding a Form or Data Source Connector you'll be able to select the MS Graph Connection via Using Connection property.


Data Source Connector

When adding a Sharepoint List Data Source Connector, under Using Connection, select the MS Graph Connection as opposed to a Sharepoint Connection.


PropertyDescription

Sub-Site Name
(required)

If the List is in a sub-site of your connected SharePoint URL, then specify the name of the Site e.g. sites/mysubsite.

List Name

(required)

Enter the name of the SharePoint data List that you want to bind to.

The List must be accessible by your connected SharePoint user account.

Filter with Graph

(optional)

Optionally define a filter statement to filter your SharePoint List results.

Please note: The field(s) being filtered will need to be indexed on the SharePoint List

Learn more about Filtering with Microsoft Graph

Columns From View

(optional)

Optionally specify a targeted view from which to load List columns into your Data Source. If not specified, then the List's default view is used (normally the "All Items" view)

If using a Microsoft Graph Connection, you can specify the internal column names in a comma-separated list

e.g. ID,Column 1,Column 2,...

Learn more about internal column names

Refresh Frequency

(required)

The time interval of which data is pulled and refreshed by this connector.



Form Connector

When adding a Sharepoint Document or List Form Connector, under Using Connection, select the MS Graph Connection as opposed to a Sharepoint Connection.

PropertyDescription

Sub-Site Name

(required)

If the List is in a sub-site of your connected SharePoint URL, then specify the name of the Site e.g. sites/mysubsite.

List Name Search

(required)

Search for the name of the SharePoint data List that you want to bind to.

The List must be accessible by your connected SharePoint user account.

Note: Only the first 100 lists will be searched and only 25 will be displayed in the dropdown.

If your list is not found using the Search option, then please hit 'Specify List' to manually type it in.

Columns From View

(optional)

Optionally specify a targeted view from which to load List columns into your Data Source. If not specified, then the List's default view is used (normally the "All Items" view)

If using a Microsoft Graph Connection, you can specify the internal column names in a comma-separated list

e.g. ID,Column 1,Column 2,...

Learn more about internal column names






Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.