9,400
edits
Documents: Difference between revisions
Jump to navigation
Jump to search
→Resco Cloud
| Line 107: | Line 107: | ||
=== Resco Cloud === | === Resco Cloud === | ||
To enable SharePoint in Resco Cloud, | To enable SharePoint in Resco Cloud, perform the following settings in the [[Admin Console]]. | ||
# Select '''Data > Manage Data''' from the menu, then click '''Show System Entities'''. | # Select '''Data > Manage Data''' from the menu, then click '''Show System Entities'''. | ||
# 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. | ||
| Line 117: | Line 115: | ||
:* 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|300px]] | ||
The settings used in this example | 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: | ||
* Set '''Relative URL''' to {account_name}_{Guid} (for example, Apollo Appartments_3EB67D9478414AAAAD06E06AD8D15C2B). | * Set '''Relative URL''' to {account_name}_{Guid} (for example, Apollo Appartments_3EB67D9478414AAAAD06E06AD8D15C2B). | ||
* Set '''Regarding''' to 'Apollo Appartments' (lookup for account record). | * Set '''Regarding''' to 'Apollo Appartments' (lookup for account record). | ||
* Set '''Parent Site or Location''' to 'Accounts Docs' (lookup to the document location record created in the previous step). | * Set '''Parent Site or Location''' to 'Accounts Docs' (lookup to the document location record created in the previous step). | ||
You can now enable SharePoint in Woodford as [[Documents#Enable_SharePoint_in_Woodford|described above]]. | |||
== External document synchronization filter options == | == External document synchronization filter options == | ||