Save form responses to SharePoint lists and Excel — after approval

Every approved request becomes a SharePoint list item or an Excel row, with typed columns created for you and uploaded files saved to a document library. How SnagBane's SharePoint and Excel integrations work.

SnagBane can write every request into a SharePoint list or an Excel table, and save its files to SharePoint or OneDrive. Set the integration to After approval and only approved requests become rows — with the list, table and columns created for you if they don't exist. SharePoint and Excel are part of the Business plan.

SharePoint lists

Add SharePoint list in a form's integrations and paste the site address. SnagBane can create the list and a column per question; columns are typed by question — numbers and amounts become Number columns, short answers single-line text — so you can sort and total in SharePoint. Needs the Microsoft Graph permissions Sites.ReadWrite.All and Sites.Manage.All.

Excel

Add Excel, paste the workbook's sharing link and a table name. If the table doesn't exist, SnagBane adds a sheet named after it and creates the table with a column per question; with Create the table and missing columns automatically on, new questions get a new column at the end.

Microsoft's Excel API only works for a signed-in account, so an administrator connects one service account under Settings → Microsoft 365 → Excel account (like a Power Automate connection) and gives it edit rights on the workbooks.

Files to SharePoint and OneDrive

SharePoint / OneDrive files saves each response and its uploaded files — and optionally the PDF of the response — into a folder in a document library.

Only approved requests

When does this run?Result
Right awayEvery request becomes a row when it's sent
After approvalOnly requests approved by the last stage
After rejectionA log of rejected requests

On forms with approvals, new integrations that write data start as After approval.

Frequently asked questions

Can SharePoint list options feed a dropdown?

Yes. A dropdown's options can come from a SharePoint list or an Excel table and stay in sync (Business).

Can non-admins point a form at any SharePoint site?

Administrators can limit the SharePoint sites and Excel files that other editors may use, under Settings → Security.

Do we need Power Automate for this?

No. SnagBane writes to SharePoint and Excel directly through Microsoft Graph.

See Microsoft 365 and the integration setup guides in the documentation.

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