SharePoint Integration - Customize Edit File properties dialog

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Posted on by EBMRay

905

Hello everyone,

I enabled the SharePoint integration for a custom entity. In the Documents tab where we upload the files inside the entity we have the functionality to edit the file properties and define the metadata for the file as below:

4251.SharePointProperties-Popup.png
As you see above when the properties dialog has launched the Title and Name fields are showing.

What I am trying to achieve is the below:

I have added a column called Expiry Date in SharePoint in the library for this entity.

Whenever the user uploads a file from the document grid tab that will be related to the record I want the user to be able to assign the expiry date for the document.

How can we customize the "Edit Properties" dialog to provide the expiry date field that has been created in the library?

Is it possible to achieve the above requirements? If so, could you please provide an example of a resource link that allows me to customize the dialog?
If it's not feasible, what can be the alternative solution to set expiration dates on any document that will be uploaded?

Any help is highly appreciated.

Best regards,
EBMRay

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CRMJetty 3,512 on at

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Hello,

For the newly created item , we are able to change the expiry date without any issues.

https://answers.microsoft.com/en-us/msoffice/forum/all/sharepoint-online-a-list-column-with-date-and-time/ba846fdf-e2bb-4764-a277-6fe8cfa33d02

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

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EBMRay 905 on at

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Hello Maulik Shah ,

Thank you for your reply.

From SharePoint I can change it without any issues, but I meant from the Model-driven app I would like to set the Expiry date for the file and by not going to the SharePoint site to update the metadata of the file.

How we can customize the "Edit Properties dialog" to make it work without going to the SharePoint site?

Awating your response.

Best regards,

EBMRay

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Joergen 455 on at

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Hi EBMRay,

please have a look at this blog post by MVP Linn Zaw Win:

SharePoint Document Upload in Dynamics 365/Microsoft Dataverse with Custom Field (Part 3 of 3) (linnzawwin.blogspot.com)

You should read his complete series of blog posts about the SharePoint Integration in Model Driven Apps. The post above should be the one with the solution you are looking for. The Power Automate flow he is using is also provided by him in his GitHub repository.

If this is helpful for you, please mark as verified.

Best regards,
Joergen

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EBMRay 905 on at

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Hello Joergen ,

Thank you so much for providing the above blog post.

This is exactly what I need and seems that I should create a custom button on the subgrid that will launch a dialog to set the metadata and trigger a flow on the background to update it directly in SharePoint.

Best regards,
EBMRay

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OctMonica 2 on at

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Sorry to bother you on this question in 2024!!! Just to ask, have you find a way to edit properties in your model driven app? I came across same issues now where I'd like to include a few columns to Edit Properties. Unsure whether it's doable or not.

Much appreciated your sharing!

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PN-13051647-0 2 on at

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Anyone figured this out without having to use PCF solution?

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