How to Configure Document Locations for Specific folders in library?

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Hi everyone!

I have this scenario. My Case have a field named Case Type which can be in 3 categories.

In my SharePoint i have a library with 3 folders inside one for each type of case. I want to be able based on that field to create the Case at the corresponding folder.

I've tried to do it manually by adding 3 Document Locations , and then manually for each case to select the location but when i try to create a new Document Location and choose the library i want i always get this error

Something went wrong while interacting with SharePoint

Can anyone help me?

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ThomasN 3,190 on at

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Hi Shak, thanks for reaching out.

Can you share the code you are using to create document location or select document location?

Thanks.

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ScottDurow 21 on at

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Usually that error is because the document location doesn't point to a sharepoint site that is setup for server to server integration.

I did a blog series about integration with SharePoint whilst creating custom SharePoint Document Locations - community.dynamics.com/.../sharepoint-integration-reloaded-part-1

Part 3 has got some sample code for creating document locations. You might want to take a look and see if this sheds any light on your issue.

Thanks,

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Nadeeja Bomiriya 6,804 on at

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Hi shak,

I would recommend a different approach. It is best practice to use metadata rather than using Folders in SharePoint. Metadata can be search and filtered.

Create a choice site column in SharePoint to store the categories. Add the site column to the Document Library. When you add documents, set the Category choice field as well. If you are using OOTB integration, you can also view this field from within CRM. All you have to do is add a field to the "SharePoint Document" entity which has the same name as the Choice site column.

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Community Member on at

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I'm not using any code , just the out of the box integration

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Community Member on at

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"Hi shak,

I would recommend a different approach. It is best practice to use metadata rather than using Folders in SharePoint. Metadata can be search and filtered.

Create a choice site column in SharePoint to store the categories. Add the site column to the Document Library. When you add documents, set the Category choice field as well. If you are using OOTB integration, you can also view this field from within CRM. All you have to do is add a field to the "SharePoint Document" entity which has the same name as the Choice site column.

Cheers,

Nadeeja"

Problem is that we have more than 20000 documents . So we have to split the libraries into separate libraries below the 5000 limit to be able to be synced with OneDrive. If we put all files in one Document Library we will have issues with syncing

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Community Member on at

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"Usually that error is because the document location doesn't point to a sharepoint site that is setup for server to server integration.

I did a blog series about integration with SharePoint whilst creating custom SharePoint Document Locations - community.dynamics.com/.../sharepoint-integration-reloaded-part-1

Part 3 has got some sample code for creating document locations. You might want to take a look and see if this sheds any light on your issue.

Thanks,"

I will have a look at it. Thanks!

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