Introduction
This integration allows you to archive Dashpivot forms as PDF in your SharePoint site once a workflow is complete.
How it works
How Flowsite connects to SharePoint
Flowsite uses a User (Delegated) Consent flow to connect to SharePoint. This approach:
Requires a user login, and
Ties consent to the specific user who authorises the connection
You may choose to create a dedicated Microsoft Entra ID user account with the minimal required permissions to authorise the connection and utilise the integration. This may include only granting this user access to the specific SharePoint sites that will be used with the Flowsite integration.
Please note that Flowsite does not currently support the Admin (App-Only) Consent flow to connect to SharePoint.
Requirements:
In order to build this flow, you will need to connect Dashpivot and SharePoint to your Flowsite workspace
This integration is only available to customers on the Flowsite Pro+ plans
Supported configurations
The following configurations are supported:
Workflow templates sending forms to SharePoint
Different upload methods, by manually selecting destination folders or filename based routing
Option to overwrite existing forms when updates are made, or save as a new form to maintain all historical form data
Setting a root folder for filename based routing
Controlling folder formatting in SharePoint