{"id":353,"date":"2023-02-20T15:23:00","date_gmt":"2023-02-20T15:23:00","guid":{"rendered":"https:\/\/automatethemundane.com\/index.php\/2023\/02\/20\/adding-a-sharepoint-document-library-to-a-dataverse-form\/"},"modified":"2023-07-03T21:58:03","modified_gmt":"2023-07-03T21:58:03","slug":"adding-a-sharepoint-document-library-to-a-dataverse-form","status":"publish","type":"post","link":"https:\/\/automatethemundane.com\/index.php\/2023\/02\/20\/adding-a-sharepoint-document-library-to-a-dataverse-form\/","title":{"rendered":"Adding a SharePoint Document Library to a Dataverse Form"},"content":{"rendered":"\n<p class=\"has-text-color\" style=\"color:rgba(120, 119, 116, 1)\">2\/20\/2023<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">The Why<\/h1>\n\n\n\n<p class=\"has-text-color\" style=\"color:rgb(0, 0, 0)\">SharePoint Document Library can be used to store and manage files and documents in a Dataverse Form. By integrating SharePoint Document Library with Dataverse Form, users can easily upload, download, and manage files and documents directly from the form. This integration provides a seamless experience for users to access and manage files and documents within the same platform. To integrate a SharePoint Document Library with a Dataverse Form, users need to follow a few simple steps. First, they need to create a SharePoint Document Library and configure its settings. Then, they need to add the Document Library as a data source in the Dataverse Form. Finally, they need to add a file upload control to the form and configure it to upload files to the SharePoint Document Library. By following these steps, users can easily add a SharePoint Document Library to their Dataverse Form and provide a more comprehensive solution for their users.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">The How<\/h1>\n\n\n\n<p class=\"has-text-color\" style=\"color:rgb(0, 0, 0)\">Step one will be to create a SharePoint Connection to Dataverse. <\/p>\n\n\n\n<p class=\"has-text-color\" style=\"color:rgb(0, 0, 0)\"><a href=\"https:\/\/automatethemundane.com\/index.php\/2023\/02\/20\/setting-up-default-sharepoint-connections-to-dataverse-record\/\" target=\"_blank\" rel=\"noreferrer noopener\">Setting up Default SharePoint Connections to Dataverse Record<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/automatethemundane.com\/index.php\/2023\/02\/20\/setting-up-custom-sharepoint-connections-to-dataverse-record\/\" target=\"_blank\" rel=\"noreferrer noopener\">Setting up Custom SharePoint Connections to Dataverse Record<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The Form<\/h2>\n\n\n\n<p class=\"has-text-color\" style=\"color:rgb(0, 0, 0)\">From a Dataverse form add a new tab.<\/p>\n\n\n\n<p class=\"has-background\" style=\"background-color:rgb(241, 241, 239)\">\ud83d\udca1 A new tab is not required, but I prefer to add documentation in a separate location. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-17-1024x582.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color\" style=\"color:rgb(0, 0, 0)\">From the left-hand pane, select subgrid, select Show related records, then select Document (Regarding). <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-18.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color\" style=\"color:rgb(0, 0, 0)\">The grid will now be added to the form, rename the grid to Documents.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/image-19-1024x208.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"has-text-color\" style=\"color:rgb(0, 0, 0)\">Save and publish the form. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>2\/20\/2023 The Why SharePoint Document Library can be used to store and manage files and documents in a Dataverse Form. By integrating SharePoint Document Library with Dataverse Form, users can easily upload, download, and manage files and documents directly from the form. This integration provides a seamless experience for users to access and manage files [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":222,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6,33],"tags":[25,31,4,26],"class_list":["post-353","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-model-driven-app","category-sharepoint","tag-dataverse","tag-forms","tag-mda","tag-sharepoint","entry","has-media"],"jetpack_featured_media_url":"https:\/\/automatethemundane.com\/wp-content\/uploads\/2023\/06\/cover-3-scaled.jpg","_links":{"self":[{"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/posts\/353","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/comments?post=353"}],"version-history":[{"count":6,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/posts\/353\/revisions"}],"predecessor-version":[{"id":565,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/posts\/353\/revisions\/565"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/media\/222"}],"wp:attachment":[{"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/media?parent=353"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/categories?post=353"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/automatethemundane.com\/index.php\/wp-json\/wp\/v2\/tags?post=353"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}