Custom Lookup field on Account entity (SharePoint Document Location)

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Posted on by Sukh Gill

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Hi Guys

I have created a custom lookup field (new_consultantid) on the Account entity (the field is a lookup to the account entity). When I now try to create a SharePoint document location against an Account record, if the 'new_consultant' field is populated it tries to create the SharePoint location based on the new_consultant field. Anyone else experienced this issue?

Thanks
Sukh

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Hugo Silva 1,374 on at

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Hi Sukh,

What is the Sharepoint document location pointing to, is the entity "new_consultant" has "Document Management" selected?

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