Home Forums DocXtender and NavXtender DocXtender – SharePoint Structure

Viewing 4 posts - 1 through 4 (of 4 total)
  • Author
    Posts
  • Blair HickenBlair Hicken
    Post count: 2

    Hi, can you clarify if / how you can define the SharePoint site structure. Documentation shows ‘SharePoint Host’, ‘SharePoint Folder’ and ‘SharePoint Site’.

    Does DocXtender create folders for each Account / Vendor and transactions type?

    This is the structure I am hoping to confirm.

    • company.sharepoint.com
      • Business Central – (Site)
        • Customer Account – (Folder)
          • Sales Order number – (Folder)
            • Attachments – (files)
        • Vendor Account – (Folder)
          • Purchase Inv Header Number – (Folder)
            • Attachments – (files)

    What is the Site & Folder naming convention? If I wanted to reference the SharePoint site where a Purchase Inv Header attachment was stored from BC, what would be the URL path?

    Thank you,

    Blair

    Brett MacDonellBrett MacDonell
    Post count: 25

    Hello Blair,

    You have the essence of the idea. There will also be a subfolder created for the document type.
    The SharePoint subfolders will be created based on the card that the document is attached to (see below).

    • SharePoint Host
      • SharePoint Site – (Site)
        • SharePoint Folder – (Folder)
          • Document Type – (i.e. Sales Order)
            • Document Number – (Folder)
              • Attachments – (files)

    The first three points will come from the settings in DocXtender Setup. Please see the knowledge article regarding configuration for DocXtender, below.

    Blair HickenBlair Hicken
    Post count: 2

    Hi Brett,

    Thanks for the quick reply. So documents are grouped Document Type and Document Number. There is no grouping by Customer or Vendor and then by Document Type and then Document number.

    Thanks, Blair

    Brett MacDonellBrett MacDonell
    Post count: 25

    Hi Blair,

    Unfortunately, there is no configuration for it. The structure is pre-defined based on the type of document that it is attached to.

    • This reply was modified 6 days, 20 hours ago by Brett MacDonellBrett MacDonell.
Viewing 4 posts - 1 through 4 (of 4 total)
  • You must be logged in to reply to this topic.