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Customer experience | Sales, Customer Insights,...
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Customizing SharePoint Document Associate Grid

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Hello,

We are having Server-side integration with SharePoint 2016 on-premises and Microsoft Dynamics 365 8.2.2. Users upload document from document associated grid and they want a drop down list with options for selecting title of the document( they have 7 different pre-defined titles) when they are uploading. I didn't find any work around how to do it. Any thoughts would be great. Thanks in advance.

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    on at

    I'm afraid that what you are looking for can't be done exactly as you want. But if you are looking at a way to classify your documents into 7 different classification then you can create 7 document locations (each with specific name) and you can let the user add their document to each location based on the title. This means that you will have 7 different folders for an entity in Sharepoint.

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