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The Gravity Forms OneDrive Integration Premium Add-on connects your WordPress forms directly to Microsoft OneDrive, OneDrive for Business, and SharePoint. Rather than accumulating heavy user submissions and exhausting your web hosting storage, this add-on automatically streams uploaded files straight into designated OneDrive directories with dynamic subfolder provisioning, enterprise access controls, and zero server clutter.

Large videos and design files upload reliably with the Gravity Forms large file uploads add-on.

Connecting Gravity Forms to Microsoft OneDrive

To link your WordPress environment with OneDrive, navigate to Forms → Settings → OneDrive Add-On in your WordPress dashboard. The add-on provides two flexible connection pathways depending on your organizational security requirements:

Method 1: Automatic 1-Click Connection (Recommended)

The Automatic mode is the quickest and easiest way to authenticate. It uses GravityExtra’s verified Microsoft OAuth application to safely authorize folder access without requiring manual Azure registration:

1. Under Connection Type, select Automatic.
2. Click the green “Click here to connect to OneDrive” button.
3. A secure Microsoft login window will appear. Sign in with your personal or business Microsoft account and grant the requested folder permissions.
4. Once approved, you will be redirected back to your WordPress dashboard with an active connection indicator.

Method 2: Manual Microsoft Azure App Registration (Enterprise & Multi-Tenant)

For corporate Microsoft 365 environments, internal compliance policies, or white-labeled organizational branding, you can register your own application in the Microsoft Azure Entra ID portal:

1. Log into the Microsoft Azure Portal using your administrative credentials.
2. Navigate to Microsoft Entra ID (formerly Azure Active Directory) → App registrations, then click New registration.
3. Enter an application name (for example, Gravity Forms OneDrive Sync).
4. Under Supported account types, choose “Accounts in any organizational directory (Any Microsoft Entra ID tenant – Multitenant) and personal Microsoft accounts” to maximize compatibility.
5. Under Redirect URI, select Web and paste your OAuth Redirect URI: https://gravityextra.com/onedrive-oauth.php (or the custom URI shown on your settings page).
6. Click Register.

After creating your Azure app, generate the client credentials and connect your site:

1. From the app’s Overview screen, copy the Application (client) ID.
2. Navigate to Certificates & secrets → click New client secret. Provide a description, set an expiration period, and click Add.
3. Immediately copy the generated Value (not Secret ID).
4. Return to WordPress under Forms → Settings → OneDrive Add-On, select Manual mode, and paste your App Key (Client ID) and App Secret.
5. Click Save Settings, then click “Click here to connect to OneDrive” to finalize authorization.

Configuring Form Feeds & Folder Architecture

Once authenticated, configure which forms should send files to your OneDrive account and how those submissions should be structured:

1. Go to Forms and select the form you wish to configure.
2. Click Settings → OneDrive Add-On from the form settings menu.
3. Check the “Enable OneDrive for this form” checkbox.
4. In the File Upload Field dropdown, choose whether to sync a specific file upload field (e.g. Resume, Identity Document) or select All File Upload Fields to process every file in the form.
5. Under Destination Folder, choose the primary OneDrive folder where files will be delivered.
6. Click Save Settings.

Dynamic Subfolder Organization via Gravity Forms Merge Tags

Instead of dumping all submissions into a single cluttered directory, you can organize submissions dynamically using the Sub Folder field with standard Gravity Forms merge tags:

Working with OneDrive Shortcut Folders & SharePoint Document Libraries

The Gravity Forms OneDrive Integration Add-on provides native support for OneDrive Shortcut Folders. This allows teams to upload files directly into shared folders owned by other colleagues or centralized Microsoft SharePoint Document Libraries:

1. Open your OneDrive or SharePoint web portal (onedrive.live.com).
2. Navigate to Shared in the left sidebar, locate the shared corporate folder or SharePoint library, and click “Add shortcut to My files”.
3. In your WordPress dashboard, navigate to your form’s Settings → OneDrive tab.
4. The Destination Folder dropdown organizes available locations into two distinct groups:
   • My Folders: Your personal OneDrive directories and nested subfolders.
   • Shortcut Folders: All corporate SharePoint and shared folders added as shortcuts to your drive.
5. Select your preferred shortcut destination. Submissions will now be synced directly into that collaborative team library!

Storage Hygiene, Data Security & Compliance

Offloading form attachments to Microsoft OneDrive delivers critical architectural and regulatory benefits for organizations handling sensitive user data:

Conditional Routing & Email Notifications

Take advantage of Gravity Forms conditional logic and automated email confirmations to build sophisticated multi-department workflows:

• Conditional Upload Execution: Sync files to OneDrive only when specific user conditions are met (for example, when a checkbox “Archive copy to corporate cloud” is checked, or when the submission status is marked as “Approved”).
• Departmental Routing: Create multiple forms or separate feeds to route technical tickets to an IT SharePoint folder and job applications to an HR OneDrive repository.
• Notification Merge Tag: Include the special merge tag {onedrive_folder} inside form notifications to provide reviewers with an instant, direct hyperlink to the submission’s target folder in their email.

Developer Filter & Hook Reference

Developers can customize and extend the behavior of the OneDrive add-on using official WordPress filter hooks:

1. Extending Supported Upload Field Types (onedriveaddon_fields_support)

By default, the add-on processes standard Gravity Forms fileupload, googledrive, and image_hopper fields. You can register custom upload field types with this filter:

/**
 * Register additional file upload field types with OneDrive Add-on
 *
 * @param array $supported_fields Default supported field type strings
 * @return array Modified field type list
 */
add_filter( 'onedriveaddon_fields_support', function( $supported_fields ) {
    // Add custom third-party upload field types
    $supported_fields[] = 'custom_drag_drop_uploader';
    $supported_fields[] = 'signature';

    return $supported_fields;
} );

2. Formatting the OneDrive Folder Link in Notifications (gform_notification)

The plugin automatically transforms the {onedrive_folder} merge tag into a clickable link. You can further customize or wrap this URL using the standard Gravity Forms notification filter:

/**
 * Customize notification message with rich HTML button for OneDrive folder
 */
add_filter( 'gform_notification', function( $notification, $form, $entry ) {
    if ( $notification['name'] === 'Admin Notification' ) {
        $folder_url = gform_get_meta( $entry['id'], 'onedrive_folder_url' );
        if ( ! empty( $folder_url ) ) {
            $btn_html = '
esc_url( $folder_url ) . '" style="background-color: #0078d4; color: #ffffff; padding: 10px 18px; border-radius: 6px; text-decoration: none; font-weight: bold; display: inline-block;">Open in OneDrive →
';
            $notification['message'] .= $btn_html;
        }
    }
    return $notification;
}, 20, 3 );

3. Programmatically Customizing Dynamic Subfolder Names (onedriveaddon_folder_name)

Override or prefix the subfolder naming formula programmatically before directory creation in OneDrive:

/**
 * Customize dynamic OneDrive subfolder name before creation
 */
add_filter( 'onedriveaddon_folder_name', function( $folder_name, $form, $entry ) {
    if ( $form['id'] == 3 ) {
        return 'Clients/' . sanitize_file_name( $entry['id'] . '_' . $folder_name );
    }
    return $folder_name;
}, 10, 3 );

Frequently Asked Questions & Troubleshooting

Related Resources & Live Demonstration