How to Integrate Form Software with Dynamic SharePoint Folder Saving?

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Asked By CuriousCat92 On

I'm really struggling with a project where a client wants to switch to using Android tablets for form submissions, moving away from their current PDF process. They absolutely need the ability to save PDF copies of these forms to SharePoint, but the trick is that it has to be dynamic. Users should be able to select specific folders and subfolders in a hierarchical structure that can go 8+ layers deep. We're looking for a user-friendly way to implement a sort of File Explorer interface for this. Any advice on how to achieve this would be super helpful!

4 Answers

Answered By TechGuru88 On

I hear you! Transitioning to SharePoint can be a real hassle. You might have to adjust some of your current workflows to make this work. I'm curious why they need that File Explorer-style window instead of just automating the saving process? If you can explain that, it might help us brainstorm better solutions.

Answered By DataDynamo34 On

That makes sense! Custom apps can be a great route, but if there are tons of forms, developing a form app with a lot of questions could become a major time-sink.

Answered By CuriousCat92 On

The reason for needing the explorer setup is that each client has their own folders, and within those folders, there are projects that have specific places for these documents. Automating the whole thing isn't feasible since they use the same forms across different clients and projects—it would get way too messy.

Answered By FormFrenzy21 On

I totally get your frustration! SharePoint's folder setup can be a headache. Have you thought about using Power Apps alongside Power Automate? This combo could give you the dynamic folder control you're looking for.

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