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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Use of personalized me...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Use of personalized menu in subgrid 2

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Posted on by DiePic 448

Thank you very much for your help in my previous post [Use of personalized menu in subgrid]  Leco Lv .
.....

All that I must studing now is finalized to create an alternate storage for files, because I've trouble to insert a field CATEGORY for my documents:
 

   

 I've create it (field CATEGORY) in SharePoint and it's working (thanks to @Leah Ju in first post), but for insert data in this field, this need to much steps for our users and we dont want they navigate in sharepoint

....

can you give me some other idea about to manage field CATEGORY in table SharePointDocument and not have too much steps for users?

thanx in advance

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  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at
    RE: Use of personalized menu in subgrid 2

    Hi DIE PIC,

    I think instead of creating a column in SharePoint. You should need to create as many tables as many you have categories. Configure document management for all of these category tables. If the user needs to add files in category A then it should select the view for category A. I used this approach to implement departmental security for one of my clients.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at
    RE: Use of personalized menu in subgrid 2

    Hi DIE PIC,

    I think instead of creating a column in SharePoint. You should need to create as many tables as many you have categories. Configure document management for all of these category tables. If the user needs to add files in category A then it should select the view for category A. I used this approach to implement departmental security for one of my clients.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • DiePic Profile Picture
    DiePic 448 on at
    RE: Use of personalized menu in subgrid 2

    thank you for replay @Abdul Wahab

    As you have for sure understood, I'm new in Sales 365 develop. 
    Please can you give me more details and some example of your idea?

    Thanks in advance

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at
    RE: Use of personalized menu in subgrid 2

    Hi DIE PIC

    Do you how to create tables and How to enable document management on it?

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • DiePic Profile Picture
    DiePic 448 on at
    RE: Use of personalized menu in subgrid 2

    For now I've created a table "MyDocuments" and a module on it and it's working .... here I've all the fields that I need (also "category doc").
    But I think that is better to use SharePoint dbase, so I'm seeking the way to create a field "category doc" on SharePoint.... in reality, as I say in previous post, I've found the way, but there are to much steps to do to obtain result and we wan't that our user work inside SharePoint

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at
    RE: Use of personalized menu in subgrid 2

    Hi DIE PIC

    You need to take input from the user and then categorize it on share point... so the best workaround is:

    1. Create tables for each category. and
    2. enable document management for each table.
    3. Crate record for each table and navigate to the documents tab so that it will enable integration
    4. ... you can upload a document for each category from that table.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • DiePic Profile Picture
    DiePic 448 on at
    RE: Use of personalized menu in subgrid 2

    Thanx for reply @Abdul Wahab, but my knowledge of this product it's not so high ... I need somthing for dummies, with examples

    Yes please, give me more details.... do you have also some video to recommend?

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