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Adjust Default Document Location for Record or Table

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Posted on by Chase Pedersen

I am working with a client who has integrated their D365 with SharePoint. In addition to the default document location that generates when a user navigates to the documents tab, we also have additional flows that create document locations based on the creation of other records (for storing documents in secure SharePoint sites as needed).

The problem we are running into is that whenever a new document location is created through these processes, it becomes the new default location when you navigate to that record. We need to keep the original "root" folder as the default however I do not see any fields or settings that allow us to change the order or reset the default.

Is this possible? Where would I go to make that change and set the default document location for a record, or make it so that when I create the new locations they are not set as the default location?

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AriaConsulting 2 on at

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RE: Adjust Default Document Location for Record or Table

Chase Pedersen, I have the same behaviour. As far as I know the only way to resolve this (outside of the manual way you're very likely doing now) is to create another flow to reset it.

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RE: Adjust Default Document Location for Record or Table

Hi,

You need to update the Regarding field of the root Document Location record to the record(leads…) you want to bind:

For example, if you want to set the document location of the record of `Steve Zhao` in the lead record to `documentlocation`, then you need to set the Regarding of `documentlocation` to `Steve Zhao`:

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Chase Pedersen 22 on at

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RE: Adjust Default Document Location for Record or Table

AriaConsulting: What value are you setting within the flow to reset the order of the document locations?

I don't have an issue associating the document locations to the correct record. I have the two (or three) document locations all regarding the correct account, but I don't see a way to change which one shows up as the default when you click into the documents tab. Seems like that should be something I could set so that it is consistent across the system.

Thanks

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AriaConsulting 2 on at

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RE: Adjust Default Document Location for Record or Table

With due respect to Frank, I think that's the part of your question he missed. What he showed I believe you've already done (correct me if I'm wrong). But, you want to be able to "reset" the root as the target when a user first clicks on the documents tab and the Document Associated Grid comes up, correct?

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Chase Pedersen 22 on at

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RE: Adjust Default Document Location for Record or Table

Correct. I want to be able to reset the root as the target and not have the new document locations as the default when the Documents tab is clicked and the Documents Associated Grid is shown.

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Chase Pedersen 22 on at

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RE: Adjust Default Document Location for Record or Table

Figured out the answer today. Whichever is the most recently added/modified document location will be set as the default for the Document Associated Grid. In order to reset that to the original "root" folder, you just need to pull that location, modify it some way (update a value like description) and that will move it back to the top of the document location list and as the default when you open the Document Location tab.

I wish this was easier to modify (like changing a view or setting an order on the records) rather than having to pull and update it when there are multiple locations.

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AriaConsulting 2 on at

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RE: Adjust Default Document Location for Record or Table

The only thing I can think of to make it "easier" would be to use Powershell to do the changes. Problem is, PS isn't 'natively' supported by Power Automate. Well, not the cloud flows, anyway. It would have to be a desktop/RPA flow. Or, there are ways via Azure Runbooks, but that's just getting downright complicated.

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MF-20021155-0 2 on at

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Adjust Default Document Location for Record or Table

Has there been an update on this, so that it is possible to choose a local that is consistent throughout the system?

I want to have "all locations" as the standard view of locations, but I can't find a good way of going about it.

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