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# Go to the '''SharePoint Site''' entity and click '''New''' to create a new record. | # Go to the '''SharePoint Site''' entity and click '''New''' to create a new record. | ||
#* Click '''Show System Fields''' to access all fields for the record. | #* Click '''Show System Fields''' to access all fields for the record. | ||
#* Enter a '''Name''' and the '''Absolute URL''' parameter, enable '''Default Site''', then click '''Save'''.<br>[[File:Sharepoint site record.png|300px]] | #* Enter a '''Name''' and the '''Absolute URL''' parameter, enable '''Default Site''', then click '''Save'''.<br>[[File:Sharepoint site record.png|alt=Configure Resco Cloud:Sharepoint site record|300px]] | ||
# Go to the '''Document Location''' entity and click '''New''' to create a new record for each entity for which you want to enable SharePoint. | # Go to the '''Document Location''' entity and click '''New''' to create a new record for each entity for which you want to enable SharePoint. | ||
:* Enter a '''Name''' and as '''Parent Site or Location''' select the site created in step 2, and as '''Relative URL''', enter the logical name of the entity. Click '''Save'''.<br>[[File:Sharepoint document location record.png|300px]] | :* Enter a '''Name''' and as '''Parent Site or Location''' select the site created in step 2, and as '''Relative URL''', enter the logical name of the entity. Click '''Save'''.<br>[[File:Sharepoint document location record.png|alt=Configure Resco Cloud:Sharepoint document location record|300px]] | ||
The settings used in this example allow adding documents for account records. The Resco Mobile CRM app creates a Document Location record for each account record with a SharePoint document. If you want to create such records manually in advance: | The settings used in this example allow adding documents for account records. The Resco Mobile CRM app creates a Document Location record for each account record with a SharePoint document. If you want to create such records manually in advance: | ||
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The document location defining the CRM entity root folder must have its ''regarding'' set to NULL (empty). Otherwise, they are treated as file location records; this breaks the folder structure used in the app. If you need to filter Document Location entity records, make sure that records with an empty ''regarding'' are OR-ed with the other conditions; for example: | The document location defining the CRM entity root folder must have its ''regarding'' set to NULL (empty). Otherwise, they are treated as file location records; this breaks the folder structure used in the app. If you need to filter Document Location entity records, make sure that records with an empty ''regarding'' are OR-ed with the other conditions; for example: | ||
[[File:Document location entity sync filter for sharepoint documents.png|600px]] | [[File:Document location entity sync filter for sharepoint documents.png|alt=Document location entity sync filter for sharepoint documents|600px]] | ||
=== SharePoint integration details === | === SharePoint integration details === | ||
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The storage is configured for each questionnaire image component in the '''Storage Entity''' property. | The storage is configured for each questionnaire image component in the '''Storage Entity''' property. | ||
[[File:Storage entity for questionnaire images.png|600px]] | [[File:Storage entity for questionnaire images.png|alt=Cloud storage for questionnaire images:Storage entity for questionnaire images|600px]] | ||
Dynamic images are automatically saved to the configured location. For static images, add the image in the Questionnaire Designer, note down the name and location where the app should look for the image, and copy the image with the correct name to the configured cloud storage and path. | Dynamic images are automatically saved to the configured location. For static images, add the image in the Questionnaire Designer, note down the name and location where the app should look for the image, and copy the image with the correct name to the configured cloud storage and path. | ||