I'm curious if anyone's utilized Sharepoint as a f...
# general
r
I'm curious if anyone's utilized Sharepoint as a form for collecting internal support tickets then intgrated that to a NetSuite case and how that experience went? We're looking at solutions for tickets and this wouldn't increase any of our recurring costs.
k
Are the licensing costs you're worried about adding users to have the ability to submit cases?
r
No, usability and security.
k
Ah well, I ask because you could do email capture. I haven't used forms on Sharepoint but maybe your form could be sent via email to be captured in NetSuite?
a
I recently built an integration with SharePoint for users to be able to upload files from NetSuite transactions via a button click (pop-up) using said user credentials in Sharepoint. It should be something similar for this, in this case you replace the upload file functionality with a form submission.
r
Email capture does not allow us the structure needed for having the user fill out information for the proper fields. Any watch outs on the integration from Sharepoint? Did you all have to use Powershell then a RESTlet or was there another method? My knowledge in the technical side of this is very limited.
a
The way we handled this was: • A NetSuite Suitelet handles the OAuth authentication flow with Microsoft and manages the record-keeping (creating/updating the link-back records on NetSuite records after each upload). • The integration uses the Microsoft Graph API to upload files and resolve SharePoint site/drive locations. File uploads go directly from the browser to the Graph API endpoint. So basically you want a way to present something visually in NetSuite for the user and in that step you handle the Authentication flow with that user. Then you would need to check if Sharepoint API has a native way to present a form or for your use case it could be even simpler: Once the user authenticate you resolve or load the Sharepoint form URL, done, your NetSuite button becomes pretty much a bookmark for that URL, now if you want to pre-fill fields and what not, that is a different story you will have to dig out from the Sharepoint API.
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r
Appreciate your feedback!
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