Getting started

• Design forms
• Share forms
• Manage users
• Collect form data
• Configure notifications
• Handle form data in Power Automate
• Handle form data in Make
• Handle form data in Zapier
• Handle form data in n8n
• Handle form data with REST API
• Connect to Airtable
• Connect to SharePoint

User guide

• Toolbar
• Settings
• Containers
• Controls
• Fields
• SharePoint fields
• Airtable fields
• Themes
• Validation
• JavaScript

General

• YouTube
• Licensing
• Manage subscription
• Billing and payments
• Privacy policy
• Data protection and security
• Version history

Integrations

• Save and share
  • Email
  • SharePoint
    • Connect Plumsail Web Form to SharePoint Online
    • Grant Plumsail Forms access to selected SharePoint sites
    • Create an item in SharePoint list
    • Send controls (Ink Sketch, DataTable, Likert Scale) to SharePoint columns
    • Create SharePoint list items from Data Table rows
    • Upload files to SharePoint Document Library
  • Excel
  • Google Sheets
  • Microsoft SQL Server
• Document generation
• Collaboration
• CRM
• Social Networks

Multilingual support

• Adapt public web forms to right-to-left languages

Provisioning public forms with NuGet package

• Create and provision web forms programmatically
• Create a contact web form in Visual Studio

Documentation › Save and share › Create items and upload documents to SharePoint from Plumsail Forms › Grant Plumsail Forms access to selected SharePoint sites

Grant Plumsail Forms access to selected SharePoint sites

When you connect Plumsail Forms to SharePoint for the first time, Plumsail requests permissions to access your whole tenant. If you want to restrict the scope to selected SharePoint sites, follow this guide.

Prerequisites

• You need a global admin account for your SharePoint tenant.

• This account must have access to the sites you plan to give permissions for.

Step-by-step guide

1. Open PowerShell and execute the following command:

   irm "https://forms.plumsail.com/powershell/Grant-SelectedSitesPermissions.ps1" | iex
   

2. A text-based interactive setup will begin. Enter the URLs of the SharePoint sites that Plumsail Forms should have access to, one per line. After you add all the URLs, press Enter on an empty input line.

   Note

   This script overrides existing permissions for Plumsail Forms. Make sure to list all sites that should be accessible to Plumsail Forms every time you run this script.

   

3. A sign-in window will open. Sign in as the global admin of your tenant.

   

4. In another pop-up window, give permissions to Microsoft Graph Command Line Tools. This app is used by the script to add required permissions for Plumsail Forms.

   Note

   After the script finishes, you can delete Microsoft Graph Command Line Tools app from your Microsoft Entra ID.

   

5. Wait for the script to finish.

   

6. Open your form in the designer and move to Connection settings.

   

7. Choose SharePoint and enter one of the selected SharePoint sites.

   

8. A sign in window will appear. Sign in as a SharePoint admin and grant delegated permissions if requested.

   This is used solely to link your Plumsail account to your SharePoint tenant. The Designer confirms that you have sufficient permissions in SharePoint and never acts beyond your own access rights.

   Note

   If you aren’t a SharePoint admin, invite a user with the appropriate permissions to your team. They can then access your form and follow steps 6-8 using their own account.