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

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Posted on by DiePic

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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

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Leads or Opportunities

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Leco Lv on at

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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 448 on at

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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:
[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 on at

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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 448 on at

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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 on at

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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.

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

as the picture shows:



Power apps:

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

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



3. Now Refresh your Opportunity:

         Result:



Regards,

Leco Lv

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CRMJetty 3,508 on at

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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.

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