Forms Data Lookup Graph connector

In version 3.9.0.0 of Lightning Forms, we introduced a new option for the Data Lookup control: the ability to retrieve values from external data sources via Microsoft's External Graph Connector feature (recently moved to the Copilot section of the M365 Admin Center).

Prerequisites

Before you can use this feature, please check the following:

  • You have installed version 3.9.0.0 or above of the Lightning Forms SPFx application in your SharePoint App Catalog. Note that this feature is also available in Lightning Tools Forms Studio as of Spring 2025.
  • A Global or Application Admin must approve the 'ExternalItem.Read.All' and 'ExternalConnection.Read.All' Graph API permissions in the SharePoint Admin Center. These permissions will have been requested during the installation or update of Lightning Forms.
  • The external connection (Copilot Connector) that you wish to use must be configured by an administrator within the M365 Admin Center.

How to use the Graph Connector data source

Field configuration for the Microsoft Graph Connector data source:

External Connection - Configured Microsoft Graph connections in Microsoft 365 admin center
Unique Key Column - A connection schema property that contains a unique identifier for the value.
Display Column - A connection schema property that contains the value to be displayed in the field.
Filter query - Keyword Query Language (KQL) filter expression. More information about syntax you can read here
Select the only remaining item automatically after filtering
Allow multiple values
Require that this column contains information
Add to default view.
Field Label
Form-related configuration for the Microsoft Graph Connector data source
Remove duplicate items: Allows you to not show duplicate items.
Dropdown columns: Displays additional columns in the dropdown of your data lookup.

 

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