Connecting your Dashpivot workspace to SharePoint using Flowsite, our no-code integration system, makes it easy to keep your project documents organised and up to date. Forms, reports, and photos captured in the field can be automatically synced to your SharePoint folders, so your team always has access to the latest information without needing to upload files manually.
Note: Only workflow templates are supported for SharePoint integrations at this stage
Information required to set up your flows:
Template IDs in Dashpivot - found in the URL when viewing the template (between
/apps/and/forms/). Use the Org-level ID for all projects, or the Project-level ID to limit it to one projectTrigger column - the column in each workflow that should trigger the export to SharePoint
SharePoint folder destinations - the specific folders where each form type should be saved
To set up your SharePoint flow, follow these steps:
1. Access your Flowsite workspace
2. In the 'Connections' tab, ensure you have connections with both Dashpivot & SharePoint. You will need to have access to SharePoint to set this up
3. Access the 'Flows' tab
4. Select the green ‘Add Flow’ button in the top right corner of the screen
5. Select the ‘Save PDF Copy’ option at the bottom left, which should have the SharePoint icon
6. From there, you can set up the flow - you will need to enter the template ID and select the workflow column that will trigger the export. Then click ‘Next'
7. At the ‘Download form’ stage, just select ‘Next’ - currently ‘Download Form as PDF’ is the only option available
8. At the ‘Upload file’ stage, you’ll need to select:
The relevant SharePoint connection
The Site Name, which is the relevant SharePoint ‘space’
The Document Library, which is the SharePoint drive where the relevant folder(s) is located
The Upload Method, this is where you select what upload method you need for forms to be transferred
Manually Select Folder
You can select which folder the forms need to be transferred to.
You can directly navigate your SharePoint folders using the blue ‘Select folder’ button. Note: Only one folder can be selected
Filename Based Routing
You can select which parts of the filename to use for folder routing
Matching folders will be used if they exist - otherwise, new folders will be created automatically
Sharepoint filename routing depends on the template filename configuration in Dashpivot. Any changes made on the template will require reconfiguration of the filename routing
You can reference https://intercom.help/dashpivot/en/articles/10193754-how-to-create-custom-pdf-filenames-for-your-exports-in-dashpivot for custom filename configuration
[Insert screenshot of filename based routing]
9. Under 'Editing existing forms', you can set the expected behavior to handle new versions of existing forms:
Create New: This means a new copy of the form is created in the SharePoint folder(s)
Overwrite: This will overwrite the existing form, with the new updated version
10. Click ‘Done’ when ready
11. Select the green ‘Save’ button in the top right corner to finalise the flow creation
12. Repeat for any other templates