SharePoint
Setup
Before you can use the SharePoint connector in EAM, you need to go through a few setup steps.
The Connector requires you to register the app in Azure Portal (setup connection, permissions, etc.). From that place, you will be able to take values for AAD TenantId, Client Id, and Client Secret.
- Site URL - URL of your SharePoint.
- Scope - OAuth Scope.
- Base Folder - default folder from your SharePoint that will be used every time when the folder for a specific entity is not set up.
- Default Open Action - Download/Open in SharePoint - you can define the behavior of the Open action.
Subfolders
Here you can specify where the file is uploaded when you add it to the specific document.
If Path is empty, the file is added to the base folder. If the folder is chosen but does not exist anymore (for example if it was deleted), you will see an error when you try to upload the file to the document.
Use the SharePoint Connector
When you use the SharePoint Connector, you can use dedicated options on the entities.
- Link - opens your SharePoint default folder where you can find your file that will be linked to this record.
- Open - opens the selected file on your SharePoint.
When you use the link option, a window with a SharePoint folder opens. From there, you're able to find a file directly on your SharePoint space (to get there you need to use actions for switching view by selecting the ellipsis button and clicking 'up' or 'subfolders').
SharePoint Connector doesn't change how files behave on entities. If files are taken from the previous document (for example when a Work Order with documents is being closed, the documents are added automatically to the Posted Work Order), these files are not changing their place in SharePoint, they are also not duplicated, but they are still in the folder where they were placed the first time.
