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Submit an Adaptive Form to Microsoft庐 OneDrive

The Submit to OneDrive Submit Action connects an Adaptive Form with a Microsoft庐 OneDrive. You can submit the form data, files, attachments, or Document of Record to the connected Microsoft庐 OneDrive Storage.

AEM as a Cloud Service offers various out of the box submit actions for handling form submissions. You can learn more about these options in the Adaptive Form Submit Action article.

Advantages

Some of the advantages of seamless integration of AEM Forms and Microsoft庐 OneDrive are:

  • Cross-device accessibility of OneDrive ensures that stored form data is readily available on different platforms. Users can access the submitted data, attachments, and documents from desktops, laptops, tablets, and mobile devices, enhancing accessibility and flexibility.
  • OneDrive integration with AEM forms provides a reliable and scalable solution for efficient data storage. All Adaptive Form submissions, such as files, attachments, and Document of Record, can be conveniently saved in OneDrive, ensuring organized and accessible data.

Connect OneDrive to an Adaptive Form

This video is applicable only for Core Components. For UE/Foundation Components, please refer to the article.

Configuring OneDrive for AEM Forms submission, perform the following steps:

  1. Create a OneDrive Configuration: It connects AEM Forms to your Microsoft庐 OneDrive Storage.
  2. Use the Submit to OneDrive submit action in an Adaptive Form: It connects your Adaptive Form to configured Microsoft庐 OneDrive.

Create a OneDrive Configuration create-onedrice-configuration

To connect AEM Forms to your Microsoft庐 OneDrive Storage:

  1. Go to your AEM Forms Author instance > Tools > Cloud Services > Microsoft庐 OneDrive.

  2. Once you select the Microsoft庐 OneDrive, you are redirected to OneDrive Browser.

  3. Select a Configuration Container. The configuration is stored in the selected Configuration Container.

  4. Click Create. The OneDrive configuration wizard appears.

    OneDrive Configuration Screen

  5. Specify the Title, Client ID, Client Secret and OAuth URL. For information on how to retrieve Client ID, Client Secret, Tenant ID for OAuth URL, see .

    • You can retrieve the Client ID and Client Secret of your app from the Microsoft庐 Azure portal.
    • In the Microsoft庐 Azure portal, add the Redirect URI as https://[author-instance]/libs/cq/onedrive/content/configurations/wizard.html. Replace [author-instance] with the URL of your Author instance.
    • Add the API permissions offline_access and Files.ReadWrite.All to provide read/write permissions.
    • Use OAuth URL: https://login.microsoftonline.com/tenant-id/oauth2/v2.0/authorize. Replace <tenant-id> with the tenant-id of your app from the Microsoft庐 Azure portal.
    note note
    NOTE
    The client secret field is mandatory or optional depends upon your Azure Active Directory application configuration. If your application is configured to use a client secret, it is mandatory to provide the client secret.
  6. Click Connect. On a successful connection, the Connection Successful message appears.

  7. Now, select OneDrive Container > [OneDrive Folder] to save the data.

    note note
    NOTE
    • By default, forms-ootb-storage-adaptive-forms-submission is present at OneDrive Container.
    • Create a folder as forms-ootb-storage-adaptive-forms-submission, if not already present by clicking Create Folder.

Now, you can use this OneDrive storage configuration for the submit action in an Adaptive Form.

Use OneDrive Configuration in an Adaptive Form use-onedrive-configuartion-in-af

You can use the created OneDrive storage configuration in an Adaptive Form, to save data or generated Document of Record in a OneDrive folder.

NOTE
  • Select the same Configuration Container for an Adaptive Form, where you have created your OneDrive storage.
  • If no Configuration Container is selected, then the global Storage Configuration folders appear in the Submit Action properties window.
Foundation Component

Perform the following steps to use OneDrive storage configuration in an Adaptive Form based on Foundation Component as:

  1. Open the Adaptive Form for editing and navigate to Submission section of the Adaptive Form Container properties.

  2. From the Submit Action drop-down list, select Submit to OneDrive.

    OneDrive GIF {width="50%,height=50%"}

    You can also save Document of Record(DoR) in OneDrive.

  3. Select the Storage Configuration, where you want to save your data.

  4. Click Save to save the Submit settings.

When you submit the form, the data is saved in the specified Microsoft庐 OneDrive Storage.
Folder structure to save data is /folder_name/form_name/year/month/date/submission_id/data.

Core Component

Perform the following steps to use OneDrive storage configuration in an Adaptive Form based on Core Component as:

  1. Open the Content browser, and select the Guide Container component of your Adaptive Form.

  2. Click the Guide Container properties Guide properties icon. The Adaptive Form Container dialog box opens.

  3. Click the Submission tab.

  4. From the Submit Action drop-down list, select Submit to OneDrive.
    OneDrive GIF
    You can also save Document of Record(DoR) in OneDrive.

  5. Select the Storage Configuration, where you want to save your data.

  6. Click Save to save the Submit settings.

Universal Editor

Perform the following steps to use OneDrive storage configuration in an Adaptive Form authored in Universal Editor:

  1. Open the Adaptive Form for editing.

  2. Click the Edit Form Properties extension on the editor.
    The Form Properties dialog appears.

    note note
    NOTE
    • If you do not see the Edit Form Properties icon in your Universal Editor interface, enable the Edit Form Properties extension in the Extension Manager.
    • Refer to the article to learn how to enable or disable extensions in the Universal Editor.

    1. Click **Submission** tab and select **Submit to OneDrive**. ![OneDrive GIF](/docs/experience-manager-cloud-service/assets/submit-to-onedrive-ue.png?lang=en) If you select **Save Attachments with Original Name**, the attachments are stored in the folder using their original filenames. You can also save Document of Record (DoR) in the Azure Blob Storage.

  3. Select the Storage Configuration, where you want to save your data.

  4. Click Save&Close

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