Submissions: Exporting To SharePoint

You can export to a SharePoint lists or document library using Sync & Save PLUS SharePoint.

Sync & Save PLUS SharePoint supports:

  • SharePoint 2010
  • SharePoint 2013
  • Office 365 (hosted at sharepoint.com)

Settings


In the Target Type dropdown, choose whether you want to populate a SharePoint List or a SharePoint Document Library. Enter the url of the SharePoint site and the name of the list/library you wish to populate. The url should start with either http:// or https://. If the list you want to populate is part of a sub-site, your url should be the url of the sub-site (e.g. https://mysite.sharepoint.com/sites/mysubsite).

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SharePoint List Format

Configuring the export format for SharePoint List is similar to other export formats, except for the following notes:

  • If a list is created automatically by Sync & Save (it didn't already exist at the first export) the Custom List template is used.
  • Most SharePoint lists have a field called Title that is used for navigating within SharePoint. It is recommended that you always populate this field.
  • Sync & Save for SharePoint uses the Name field to match SharePoint fields instead of the Column number, so you must always enter the name of the SharePoint field. Click Populate Fields to create a Fields record for every available field in an existing SharePoint list.
  • SharePoint Lists support additional data types, including Attachment, User and Url. See the Data Types section below for more details.
  • Note that if you are exporting to a SharePoint List (instead of a Library) the Attachments tab continues to export to the local file system.

Sync & Save for SharePoint has been tested with (but is not limited to) lists created from the following list templates:

  • Custom List
  • Announcements
  • Task List
  • Links

SharePoint Document Library Format


The format configuration for a SharePoint Document Library is similar to a SharePoint List, with the following additional notes:

  • The Attachments tab is used to configure a path in the document library where each attachment will be saved. Note that a forward slash (/) is used instead of a back slash (\) to divide between folders.
  • The Export Path should begin at the root of the document library.
  • Note that if the resulting Export Path does not end in an extension (.jpg, .docx, etc.) the system assigned file name will be used.
  • Each file that is uploaded to the document library can also have field data populated. Configure the fields on the Fields tab as you would for a SharePoint List. The only exception is that the Attachment data type is not available.
  • Note that a record is created in a document library only when there is a document to upload. For instance, a submission that would create two records in a list (because it has a detail section that repeats twice) would only upload one document if the document selected was not in the repeating section of the submission.

Data Types

Sync & Save PLUS SharePoint can populate the following SharePoint field types:

  • Single line of text
    • SharePoint limits a single line of text to 255 characters. If you choose Text as the data type in Sync & Save, any values longer than 255 characters will be truncated.
  • Multiple lines of text
    • Choose the Long Text data type in Sync & Save to send text longer than 255 characters to SharePoint.
  • Choice (menu to choose from)
    • Send the exact value of a choice to choose it in the drop down (for instance "(3) Low" for the Priority field of a Task list). If the value does not match exactly, then no value will be chosen. If no value is sent, then SharePoint will choose the default value.
    • If the Choice field allows multiple selections, then choose either the <fieldname>_SPText or <fieldname>_SPValue field from the Format. These fields contain the selected values joined with a ;# between each value. (Available beginning with 1.12.0)
    • Choose the Text data type in Sync & Save.
  • Lookup (available beginning with 1.13.32)
    • Send the exact text value of a lookup to choose it in the lookup. If the value is not found in the related list, then no value will be chosen.
    • If the lookup field allows multiple selections, then choose either the <fieldname>_SPText or <fieldname>_SPValue field from the Format. These fields contain the selected values joined with a ;# between each value.
    • Choose the Text data type in Sync & Save.
  • Number
    • Choose the Decimal or Integer data type in Sync & Save.
  • Currency
    • Choose the Decimal data type in Sync & Save.
  • Date and Time
    • Choose the Date Time data type in Sync & Save to convert the value to a date before sending to SharePoint. If you choose the Text data type in Sync & Save, then SharePoint will convert the value to a date and may alter the time value.
  • Yes/No (check box)
    • The values "True" or "1" will cause a check box to be checked. Anything else will leave it unchecked.
    • Choose the Boolean data type in Sync & Save.
  • Person or Group
    • If you choose the User data type in Sync & Save Format, you can send SharePoint either a SharePoint Display Name or a SharePoint User Name. If the SharePoint column allows multiple selections, then send a comma delimited list of Display Names or User Names. (e.g. "bill@microsoft.com,Steve Ballmer")
  • Hyperlink or Picture
    • Choose the Url data type in Sync & Save in order to populate both the Web address and the Description of the Hyperlink in SharePoint. The Value in Sync & Save should be the url and then the description, separated by a comma. (e.g. "http://contoso.com,The Contoso Home Page"). The description is not required.
    • The url sent must be a valid url. It should start with http:// or https://.
    • Note that if you create a SharePoint Hyperlink to a submission attachment, the attachment remains on the DoForms server.

  • Attachments
    • Choose the Attachment data type in Sync & Save to attach a file to a list item. Fill in the Name field with the name (including the extension) that the attachment will have in SharePoint.

Walkthrough

  1. Introduction
  2. System Requirements
  3. Main Screen
  4. Submissions: Adding A New Job
  5. Submissions: Configuring the Export Settings
  6. Submissions: Setting Up the Export Format
  7. Submissions: Using The Submissions Tab
  8. Submissions: Dealing With Errors
  9. Submissions: Handling Repeating Data
  10. Submissions: Exporting To Text Files
  11. Submissions: Exporting To Sql Server, MySQL, Oracle, Access, Sybase ASE, or ODBC
  12. Submissions: Exporting To Excel
  13. Submissions: Exporting To PowerPivot For Excel
  14. Submissions: Exporting to Word
  15. Submissions: Exporting To QuickBooks
  16. Submissions: Exporting To QuickBooks Customer
  17. Submissions: Exporting To QuickBooks Estimate, Sales Order, Invoice, Sales Receipt
  18. Submissions: Exporting To QuickBooks Vendor
  19. Submissions: Exporting To QuickBooks Purchase Order
  20. Submissions: Exporting To QuickBooks Item Receipt
  21. Submissions: Exporting To QuickBooks Bill
  22. Submissions: Exporting to QuickBooks Receive Payment
  23. Submissions: Exporting To QuickBooks Time Entry
  24. Submissions: Exporting To QuickBooks Online
  25. Submissions: Exporting To QuickBooks Online Customer
  26. Submissions: Exporting To QuickBooks Online Estimate, Invoice, Sales Receipt
  27. Submissions: Exporting To QuickBooks Online Vendor
  28. Submissions: Exporting To QuickBooks Online Purchase Order
  29. Submissions: Exporting To QuickBooks Online Bill
  30. Submissions: Exporting to QuickBooks Online Time Activity
  31. Submissions: Exporting To Sage 50 (Peachtree)
  32. Submissions: Exporting To Sage 50 Quote, Sales Order, Sales Invoice
  33. Submissions: Exporting To Sage 50 Customer
  34. Submissions: Exporting To Sage 100 (MAS 90 / MAS200)
  35. Submissions: Exporting To Sage 100 Sales Order, SO Invoice, AR Invoice
  36. Submissions: Exporting To SharePoint
  37. Submissions: Exporting To Salesforce.com
  38. Submissions: Exporting To Evernote
  39. Submissions: Exporting Attachments
  40. Submissions: Exporting PDF Report
  41. Submissions: Exporting A Specific Date Range
  42. Submissions: Filtering Submissions
  43. Submissions: Archive
  44. Submissions: Approve Before Exporting
  45. Submissions: Working With Date And Time Values
  46. Submissions: Working With Select One and Select Multiple fields
  47. Submissions: System Fields
  48. Submissions: Handling New Versions Of A Form
  49. Submissions: Networkfleet
  50. Submissions: Fleetmatics
  51. Lookup Table: Adding A New Job
  52. Lookup Table: Settings
  53. Lookup Table: From A Sql Source
  54. Lookup Table: From A File Source
  55. Lookup Table: From QuickBooks
  56. Lookup Table: From QuickBooks Online
  57. Lookup Table: From Sage 50
  58. Lookup Table: From SalesForce.com
  59. Lookup Table: From A SharePoint List
  60. Lookup Table: From NetworkFleet
  61. Lookup Table: From Fleetmatics
  62. Lookup Table: Filtering Records
  63. Dispatch: Adding A New Job
  64. Dispatch: Settings
  65. Dispatch: Format
  66. Dispatch: From An SQL Source
  67. Dispatch: From QuickBooks
  68. Dispatch: Tables And Repeating Sections From An SQL Source
  69. Dispatch: From A File Source
  70. Dispatch: Tables And Repeating Sections From An XML Source
  71. Dispatch: From Salesforce.com
  72. GPS: Adding A New Job
  73. GPS: Configuration
  74. Options: Calculations
  75. Options: Encryption
  76. Options: Proxy Server
  77. Options: Email Notifications
  78. Connecting to Sharepoint.com
  79. Connecting to Sharepoint
  80. Connecting To Cloud File Systems
  81. Connecting To SFTP
  82. Connecting To QuickBooks
  83. Connecting To QuickBooks: User Account
  84. Calculating tax on a form for QuickBooks
  85. Scheduling Jobs
  86. Job Log
  87. Run Jobs From An External Application
  88. Sending Information To Support
  89. Sending Job Configuration to Support
  90. Licensing
  91. Upgrading
  92. Backing Up And Restoring
  93. Webservice Quota
  94. Release Notes
  95. Release Notes 1.15.x
  96. Release Notes 1.14.x
  97. Release Notes 1.13.x
  98. Release Notes 1.12.x
  99. Release Notes 1.11.x
  100. Third Party Software

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