Display files from the quote in the order

Support › Category: SharePoint Connector › Display files from the quote in the order

andre.zacepin asked 3 months ago

Hi Erik,
First of all, thank you for such a simple and well-functioning Sharepoint Connector for Business Central.
I had one question when setting it up: Is it possible, for example, to display files that I have uploaded via a quote in an order created from the quote? It already works in the combination Customer - Sales Header(Order|Quote). There would already be a suitable field for this in the sales header ("Quote No.").
I hope I was able to clarify the question clearly and would appreciate an answer :)

Best regards,
Andre

6 Answers

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hougaard Staff answered 3 months ago

Files are shown ordered by the filename, what order are you asking about?

andre.zacepin replied 3 months ago

Sorry, I don’t mean the sorting order of the files. I mean the sales order.

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hougaard Staff answered 3 months ago

You can create an "Alternative mapping" For the Quote No. field <>'' go look in the quote folder.

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hougaard Staff answered 3 months ago

Your missing Angebot as the folder name on the Quote No. <>'' line in the alternative mapping page. (great with the screenshots, thanks)

andre.zacepin replied 3 months ago

Unfortunately, this did not have the expected effect.

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hougaard Staff answered 3 months ago

Scroll right, make sure the last rule has a higher priority..

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andre.zacepin answered 3 months ago

Hi Erik,
unfortunately it did not work. I have taken a few screenshots. In the first one(Sharepoint Folder structure.jpg) you can see the current folder structure in the sharepoint, on another screenshot(Sharepoint alternative mapping.jpg) you can see the setup of the alternative mapping for the sales header and in the last one (customer Sharepoint factbox.jpg) is the wishful thinking how you should see it in the sales order.