sharepointlogo
The SharePoint Document widget allows the integration of Microsoft’s SharePoint into your forms. It allows users to downoad, create, edit, and delete SharePoint documents.

Configuration

Basic Setup

  1. From the Portal Connector widget list, click and drag the SharePoint Document widget into the body of your form.

  2. There are a variety of options for you to configure. Click on the edit button to display the prompt. It should look like this: 

    Sharepoint Document Grid Properties

 

Documents 

 

  1. When you are finished configuring the Basic settings of the widget, click on the Documents tab. It should look like this: 

    SharePoint Documents Properties

  2. When you are finished configuring the widget, click the save button to save it.

Widget Properties

Basic Properties

Select a Template

The Select a Template drop down list will allow you to select a template for your product to use with the option of creating a new template. If a template is selected, you will be given the additional option of editing the selected template.

Prefix Filter ~ sharepoint

The Prefix Filter option allows you to filter notes by prefix with the option of including or disregarding notes that belong to a particular prefix. For example, you might have a set of notes with the prefix of ‘Bug’ to keep track of bugs. This means that every single note will be prefixed with 'Bug' by default. The List of Filters text box will allow you to enter as many prefixes as you would desire, each one separated by a semi-colon (Bug;Feature;Change). The Hide Prefix checkbox will allow you to hide the prefix from the title of each note.

Allowed Extensions ~ sharepoint

The Allowed Extensions text box will only allow specific file types to be uploaded, separated by semicolon (.doc;.txt;.jpg;.png).

Allow Downloading Documents

The Allow Downloading Documents checkbox will allow users to download any existing SharePoint document they would like from the widget.

Allow Creating SharePoint Documents

The Allow Creating SharePoint Documents checkbox will allow a user to create a new SharePoint document.

Allow Editing SharePoint Documents

The Allow Editing SharePoint Documents checkbox will allow users to edit an existing SharePoint document.

Allow Deleting SharePoint Documents

The Allow Deleting SharePoint Documents checkbox will allow users to delete existing SharePoint documents.

Advanced Properties

Advanced properties provide additional functionality. They can be accessed by clicking on the "Advanced" Button in the bottom right corner of the widget designer.

Select a Template

The Select a Template drop down list will allow you to select a template for your product to use with the option of creating a new template. If a template is selected, you will be given the additional option of editing the selected template.

Prefix Filter ~ sharepoint

The Prefix Filter option allows you to filter notes by prefix with the option of including or disregarding notes that belong to a particular prefix. For example, you might have a set of notes with the prefix of ‘Bug’ to keep track of bugs. This means that every single note will be prefixed with 'Bug' by default. The List of Filters text box will allow you to enter as many prefixes as you would desire, each one separated by a semi-colon (Bug;Feature;Change). The Hide Prefix checkbox will allow you to hide the prefix from the title of each note.

Allowed Extensions ~ sharepoint

The Allowed Extensions text box will only allow specific file types to be uploaded, separated by semicolon (.doc;.txt;.jpg;.png).

Allow Downloading Documents

The Allow Downloading Documents checkbox will allow users to download any existing SharePoint document they would like from the widget.

Allow Creating SharePoint Documents

The Allow Creating SharePoint Documents checkbox will allow a user to create a new SharePoint document.

Allow Editing SharePoint Documents

The Allow Editing SharePoint Documents checkbox will allow users to edit an existing SharePoint document.

Allow Deleting SharePoint Documents

The Allow Deleting SharePoint Documents checkbox will allow users to delete existing SharePoint documents.

API

get_dataFieldName()

Returns the developer name for the control. 

Returns

String