- That would require a customization. I know several customers who have something like created.
- You use categories or you can use sub folders.
Check this: https://youtu.be/JZwt1csG9v8
Sharepoint Connector Setup
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Thank you for the reply!
1. Would the customization be as simple as adding a new field that gets the year? Or is there something better than that?
2. I watched you video for the sub folders and that makes sense and is an option, I looked on your youtube channel for file categories and I could not find that info. Is there a video or document you have for that setup that I can reference?
I don’t have a video on the categories, bu the basic concept is way to give a category to every file (and also do that from the SharePoint side). The category comes with an added benefit of color coding files.
Okay, I would like to explore that, but I am hitting a wall. I added two categories to Purchase Header on the table mapping and gave them both a name and format. I then go to the Purchase Orders and go into a PO and add a document it uploads the document to the mapping, but I do not seem to add the category anywhere? I would be happy to read a document if there is one on how to set it up.
Go to the Meta data menu option and add the Category as a custom column for this table.
Just wanted to follow up with you on this, I go it to do what I wanted thank you for the extra info!
Awesome!