News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow to specify a DCP SharePoint Save-Location for entities with multiple Save-Locationshttps://www.mscrm-addons.com/Blog/PostId/10155/how-to-specify-a-dcp-sharepoint-save-location-for-entities-with-multiple-save-locationsDocumentsCorePack (DCP)Thu, 22 Nov 2018 08:52:53 GMT<p>This article outlines how to specify a DCP SharePoint Save-Location for entities with multiple Save-Locations</p> <p><span>If you have multiple Save-Locations configured for an entity, you need a way to specify, which one should be chosen by DCP to save the documents.<br /> </span>This can be done with a little customization of your Entity in CRM.</p> <p><span>Add a new Field to your Entity with the DataType &ldquo;Lookup&rdquo; <br /> and the Record Type &ldquo;Document Location&rdquo;:</span></p> <p><a title=" Add new Field " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure1.png" style="background-color: #ffffff;"><img alt=" Add new Field " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure1.png" /></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Add new Field " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure1.png"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Add new Field</em></div> </div> <p>&nbsp;</p> <p><span>Add the SaveLocation Lookup to the Form:</span></p> <p><a title=" SaveLocation Lookup " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure2.png" style="background-color: #ffffff;"><img alt=" SaveLocation Lookup " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure2.png" /></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" SaveLocation Lookup " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure2.png"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: SaveLocation Lookup </em> </div> </div> <p>&nbsp;</p> <p><span>Make sure you &ldquo;Publish All Customizations&rdquo; in CRM.<br /> </span>Select the Save Location for the Record in the lookup of your entity:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Account Information " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure3.png"><img alt=" Account Information " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure3.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: Account Information</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>​</em></p> </div> <p><span>In the DCP Template navigate to<br /> </span>&ldquo;Advanced Template Settings&rdquo; -&gt; &ldquo;Create Activities For&rdquo; and activate &ldquo;Enable Advanced Settings&rdquo;.</p> <p><span>In the &ldquo;Save Location&rdquo; specify the lookup field to the Document Location and save your template.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Template Settings " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure4.png"> <img alt=" Template Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure4.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Template Settings </em> </div> </div> <p>&nbsp;</p> <p><span>Your generated document will now be saved into the specified document location. </span></p> <p><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&nbsp;</span></p> <p><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">That&rsquo;s it!</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #ffffff;">support@mscrm-addons.com</a><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">.</span></p>10155