Customer experience | Sales, Customer Insights,...

Sharepoint Integration to one folder for account

(0) Share

Report

Posted on by Ravi Fulani

834

Right now my documents are getting uploaded to each folder as per the entity, now i want them to get uploaded as per account. is that possible? Like for Account all documents get uploaded at one place belonging to different work orders, is that something I can achieve? Like document can be present in Work order form, opportunity form and lead form like that.

Any suggestions?

I have the same question (0)

All responses (2)

Answers (0)

LuHao 40,890 on at

Like (0)

Report

RE: Sharepoint Integration to one folder for account

Hi Ravi,

Go to Settings > Document Management > Document Management Settings.

In the second step, check Based on entity and select Account.

Was this reply helpful? Yes No
Suggested answer

Bipin D365 28,983 Moderator on at

Like (0)

Report

RE: Sharepoint Integration to one folder for account

Hi,

OOB sharepoint integration will create folder per entity and per record under that entity. It is not possible to have the document attchaed on Lead, Opportunity & work order associated to same account under one folder.

You might have to add custom code to achieve your requirement.

If found helpful, Please mark my answer verified.

Was this reply helpful? Yes No