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Microsoft Dynamics CRM (Archived)

Document Location Wrokflow/process - Configurable?

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Posted on by

Have upgraded CRM w/ new SPS as well.  Doc location pointing to new SPS.   Previous/Existing Account directories migrated, but when user selects Accounts, Documents, the workflow seems to kick in and is "looking" for AccountName_BigLongGUIDoftheacct, if not found, it creates the Directory/URL AccountName_BigLongGUIDoftheacct instead of seeing the existing directory and/or prompting the user (like it used to just a few short weeks ago!) to UseTheOldDIR or BROWSE for a new one.  

1) Is the GUID attached to the dir name/location have any significance for anyother processing behind-the-scenes somewhere?  have been advised that this GUID thing is OOB standard and cannot be changed.  Find that hard to believe.

2) Is there a place to look to try and turn off the Document Location process?  I cannot find it under system process (I see completed records, but not the process to try and edit) nor can I find it in the the Processes group.  Have looked @ all entities.  Stumped.

3) Is there another way to look @ the Processes besides going through all of the trees & subtrees under diff contexts?  Painful.

 

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  • Community Member Profile Picture
    on at

    Hi,

    1) Microsoft has changed the Doc location processing with I believe SP 1 of CRM 2013. Since this version they also add the GUID of the associated record to the SharePoint location. This means if no location exists for the record CRM will try to generate one with accountname_GUID. If a location exists in the DocumentLocation entity CRM will take the existing one.

    If you do not like this you have to generate the document location by your own before a user clicks on the Document Button. We have done this in a workflow whenever an account is created.

    2) You can not turn it off, but you can generate the document location in a workflow on creation of the entity record.

    br,

  • Suggested answer
    ScottDurow Profile Picture
    21 on at

    Hi,

    It seems that when you upgraded you did not bring across/create the document locations for the existing folders in SharePoint. The Document Location is created if there is no existing one - and an associated folder in SharePoint is also created at the same time. If there are existing folders linked to records you need to create Document Locations to point to them otherwise you'll always have this issue. The GUID being appended to the record name is a new feature yes (to ensure uniqueness where you have records with the same name) but this will only come into play when you are creating new folders.

    I suggest you import Document Locations for each of your existing folders.

    Hope this helps,

    Scott

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