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Sharepoint
Overview
Automatically populate form files to a Sharepoint destination. Feathery can generate unique folders per form submission and/or store all uploaded documents within a designated Sharepoint folder
What you need
- An active Feathery account and form
- An active Microsoft 365 / Sharepoint account
Background
Sharepoint is a cloud-based storage service offered by Microsoft, enabling users to save files online and access them from any smartphone, tablet, or computer. It allows for storing documents, photos, and more, providing tools for sharing and collaboration with others.
Benefits
Using Sharepoint provides seamless file storage and access from any device, easy sharing and collaboration on documents, and integration with Microsoft's suite of productivity apps. It also offers generous free storage, with options to expand as needed.
Considerations
When evaluating Sharepoint, consider storage capacity needs versus available plans, integration with other apps and services, collaboration features, file sharing and permission settings, data security and privacy policies, user interface and ease of use, and availability of customer support.
How to upload files to Sharepoint
To connect Feathery to SharePoint, we’ll use Power Automate, a Microsoft tool that allows you to automate workflows between different services and applications—such as triggering file uploads from Feathery to your SharePoint directory.
Create Flow: In Power Automate, go to Create → Automated Cloud Flow, and select the Feathery trigger "When a file is uploaded to the form or a document is signed".
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Connect Form: Enter your Live API credentials from Feathery’s settings and specify the form name to connect.
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Add HTTP Step: Insert a HTTP step, use the expression triggerOutputs()?['body/results']?[0]?['url'] for the URL, and set the method to GET.
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Click “Add,” then search for and select “Create file” under SharePoint actions.
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Configure the SharePoint Action:
- Site Address: Choose your SharePoint site.
- Folder Path: Browse or manually enter the path to the folder where files should be saved.Tip: If your Site Address is entered correctly, clicking the folder icon will show your folder structure.
- File Name: You can name this file anything you'd like. If you'd like to pull a value from your Feathery account to use as the file name, refer to the “How to assign custom file names” section below.
- File Content: Insert dynamic content by selecting the Body of the HTTP step.
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Save & Test: Save your flow, ensure it's turned on, and run a test to confirm the setup.
How to assign custom file names
Open Feathery Integrations: In your Feathery dashboard, go to the Integrations tab and click on Microsoft Power Automate.
Map a Custom File Name Field: Click on Custom File Names, choose a form field or hidden field to use for naming files, and click Save Changes.
Open Power Automate Flow: In Power Automate, open the SharePoint file upload flow you previously created.
Locate SharePoint Create File Step: Scroll to the "Create file" step where you're uploading files to SharePoint.
Insert File Naming Expression: In the File Name field, go to Expression and paste: concat(triggerOutputs()?['body/results']?[0]?['file_name'], '.pdf').
Save and Test: Save your flow and submit a test form to confirm that the file is named according to the mapped field in SharePoint.
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What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
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