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OneDrive Integrations

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Bit Form Integration With OneDrive

Using OneDrive integration with WordPress form builder, you can send attachments to your OneDrive. You can easily integrate without any coding. This Documentation goes through the configuration process.

Authorization Process

  1. At first, select the form you want to apply the OneDrive integration. If you don’t have any then create a new one from ‘Create Form’. After that, follow the below instructions.

Follow the path: Settings => Integrations => Click on (+) => Click on ‘OneDrive’.

  1. Integration Name: Set the proper integration name. Default it’s taken ‘OneDrive’.
  1. After that, To get the Client ID & Client Secret, click on Azure Portal.
    For client ID & secret you have to visit the Azure Portal. If you already have any Client ID & secret then copy this to the field. If you don’t have any then you have to create a new client ID & secret, Register for an App by clicking New Registration
    1. Name: In the name field, put the proper app name of your choice.
    2. Supported account types: Personal Microsoft accounts only
    3. Redirect URI: Select Web as a platform from the drop-down list. Copy the Redirect URIs from the integrations settings and paste them under the Redirect URI field. Click on the Register button.
  1. Now an app will be created with a Client ID. Navigate to Certificates & secrets and create a client secret to get the client secret. Then copy the Client ID and Client Secret (Value) and paste them to the Bit Integrations integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization, click on the Next button
  1. After completing the authorization process, select the specific folder from the dropdown menu, which you have created before on OneDrive.

Actions

  1. Upload Files: Upload Files is a mandatory action. To send an attachment to OneDrive, you must select the required file upload field from actions.
  1. Delete File From WordPress: By enabling this option, the file is automatically deleted from WordPress after uploading to OneDrive.
  1. After clicking Finish & Save you can see the integration you have created now.
  1. After completing the settings, you have to set the conditions when this integration works. Don’t forget to specify the integration name; otherwise, the integration will not work correctly. Here we have set the condition that – every time records are created/ edited, on form submission the integration will be triggered.
  1. Now, whenever a user submits the form with the file upload field, it will be added to the file/files of One Drive. Also can view from form responses of Bit Form.
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