Best approach for Integrating AEM Forms with SharePoint

[NamitaDu]

Has anyone successfully integrated AEM Forms with SharePoint for document storage or workflow management? I'm looking for guidance on the best approach to set up a seamless integration between AEM Forms and SharePoint to store form submissions and documents securely. Specifically, I'd appreciate insights into using REST APIs, connectors, or any out-of-the-box solutions that have worked well for you. Any tips or best practices would be greatly appreciated!

[SantoshSai · Accepted solution]

Hi @NamitaDu,

Adobe provides a comprehensive guide to help you set up this integration:

• Overview and Setup: Adobe’s documentation outlines the steps to configure AEM Forms Cloud Service with Microsoft SharePoint. This includes registering an application in Azure, obtaining credentials, and setting up the connection within AEM Forms. (experienceleague.adobe.com)

• Connecting Adaptive Forms to SharePoint Document Library: To store form submissions in SharePoint, you can link your Adaptive Forms to a SharePoint Document Library. Adobe offers instructions on creating a SharePoint Document Library configuration for use with Adaptive Forms. (experienceleague.adobe.com)

• Automating Workflows with Power Automate: For automating workflows or triggering processes upon form submission, consider integrating with Microsoft Power Automate. This can enhance your form’s functionality by leveraging enterprise processes. (eggsunimedia.com) - Not sure if that's the right approach in your case.

For more specialized scenarios or advanced configurations, you might want to post your question in the AEM Forms Community Forum: (experienceleague.adobe.com). The community there can offer advice and solutions based on your specific needs.

Hope that helps!

[giuseppebag]

AEMasCS offers a "Submit to SharePoint" action for Adaptive Forms. This allows form submissions, including attachments and automatically generated documents of record (PDFs), to be securely stored in a SharePoint document library or list:

https://experienceleague.adobe.com/en/docs/experience-manager-cloud-service/content/forms/adaptive-f... 

https://experienceleague.adobe.com/en/docs/experience-manager-learn/cloud-service/forms/one-drive/st...

Here how it works:

• Register an app in Azure AD: Obtain a Client ID, Client Secret, and set the Redirect URI.

• Configure Cloud Services in AEM: Navigate to Tools > Cloud Services > Microsoft SharePoint. Create a SharePoint Document Library or List configuration using the credentials from Azure.

• Configure your Adaptive Form: Set the form’s submit action to "Submit to SharePoint" and select the appropriate configuration.

• Test and validate: Submit forms and verify data and documents appear in your SharePoint site