SharePoint Document Grid - Basic Configuration

  1. Start by dragging a TPC Form Layout into the body of your page. Then, drag a CRM Form Configuration widget into the TPC Form Layout. For this example the Form Configuration widget will be configured to use the contact entity.
  2. Click and drag a SharePoint Document Grid widget in the body of your form and click on the edit button to display the properties prompt. For this example the widget will be configured with all of the options enabled, which include adding, downloading, editing, and deleting documents. The validation tab can be left alone for this example.

  3. On the page, you will be able to upload any file to the document grid, which will automatically create a row with some relevant data. Clicking on the Document Name will download the associated file. You will also be able to edit any of the uploaded documents.