Previously, integrations with MS products required authenticating a Connection for each product. However, with the introduction of MS Graph Connections, individual connections for each MS product is a thing of the past. One Connection authenticating communication for numerous MS products, supporting 2FA.
- OneDrive Personal
- OneDrive for Business
- Sharepoint Document
- Sharepoint List
- Excel Online
Before commencing, you’ll need access to your MS Azure portal (to authenticate a connection) and the respective MS product account (to configure form/data source connectors).
Adding a Connection
When logged into your taskform web portal, navigate to Connected Data > Connections > Add Connection – Microsoft Graph.
Once added, you’ll be presented with the Connection’s properties:
| Property | Description | Obtained? |
| Client ID | Client ID Set up for your App | via Azure portal |
| Client Secret | Client Secret Set up for your App | via Azure portal |
| Callback URL | used in Azure portal, Redirect URI when registering the app. | |
| Tenant ID |
Use this only when an Organization Only application is registered. i.e., Not a multi-tenant application |
via Azure portal |
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.
| Property | Configuration |
| Application Name | The user-facing display name for the application. |
| Supported Account Types | Tick:
|
| Redirect URI | Select 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.
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 in the Using Connection property dropdown.
Data Source Connector
When adding a Sharepoint List Data Source Connector or any other supported MS product connector, in the Using Connection dropdown, select the MS Graph Connection as opposed to a Sharepoint Connection.
| Property | Description |
| Sub-Site Name (required) |
This field is required, and only the Site Name OR Subsite Name will need to be entered. |
| 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. |
| Columns From View (optional) |
You can specify the internal column names in a comma-separated list. e.g. ID,Column 1,Column 2,… |
| Refresh Frequency (required) |
The time interval of which data is pulled and refreshed by this connector. |
Form Connector
When adding a Sharepoint Connector or any other supported MS product connector, in the Using Connection dropdown, select the MS Graph Connection as opposed to a Sharepoint Connection.
| Property | Description |
| Sub-Site Name (required) |
This field is required, and only the Site Name OR Subsite Name will need to be entered. |
| 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) |
You can specify the internal column names in a comma-separated list. e.g. ID,Column 1,Column 2,… |