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Answered

insert a choice of "TYPE" in documents and files of opportunity

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Posted on by 448

xxx.jpg

I would like insert a choice from a personal table or from a listbox in this position of list of files. I'm completly new, so I need something for dummies.
Thanks in advance

  • Verified answer
    Leco Lv Profile Picture
    Leco Lv on at
    RE: insert a choice of "TYPE" in documents and files of opportunity

    Hi DiePic,

            No,It can only be changed on the sharepoint. Here is to synchronize to Opportunity by modifying the sharepoint.

  • DiePic Profile Picture
    DiePic 448 on at
    RE: insert a choice of "TYPE" in documents and files of opportunity

    Leco Lv, I've made all that you write and it's working ... only 1 question more please:
    xxx2.jpg

    [quote user="Leco Lv"]

    Unfortunately ,you can't use a personalized table of dataverse instead sharepoint. This functionality needs to be implemented through sharepoint

    [/quote]

    I thinked that result will be a field with a list select...  the list is changable only in sharepoint not in opportunity ... or maybe I've made something mistake?

  • Leco Lv Profile Picture
    Leco Lv on at
    RE: insert a choice of "TYPE" in documents and files of opportunity

    Unfortunately ,you can't use a personalized table of dataverse instead sharepoint. This functionality needs to be implemented through sharepoint

  • DiePic Profile Picture
    DiePic 448 on at
    RE: insert a choice of "TYPE" in documents and files of opportunity

    It's possible to make the same thing, but using a personalized table of dataverse instead sharepoint?

  • Verified answer
    Leco Lv Profile Picture
    Leco Lv on at
    RE: insert a choice of "TYPE" in documents and files of opportunity

    Hi DiePic,

        You could  map the values of fields in SharePoint.

    SharePoint:

    1.opportunity -> select your Documents or files -> Add column (insert a choice of “TYPE”) Example: OppoType.

    pastedimage1659422075238v7.png

    2.EDIT -> input your conditions.(Example: NO1,NO2,NO3,Other)

    as the picture shows:

                 pastedimage1659422092415v8.png

    Power apps:

    1.Tables -> SharePoint Document -> Columns -> add a Column with the same name(OppoType)

    pastedimage1659422102860v9.png

    2.Tables -> SharePoint Document -> Views -> Document Associated Grid -> add Controls (OppoType) -> save and publish

               pastedimage1659422113289v10.png

    3. Now Refresh your Opportunity:

             Result:

            pastedimage1659422125869v11.png

    Regards,

    Leco Lv

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

     

  • CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: insert a choice of "TYPE" in documents and files of opportunity

    Hi DiePic,

    Refer below link to add custom field in SharePoint Document grid in D365:
    https://ledgeviewpartners.com/blog/quick-tip-add-custom-columns-sharepoint-list/

    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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