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Change Dataverse Default Attachment Storage Table from Note to SharePoint Document Library

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Posted on by trstrean

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Hello all! Does anyone know if it is possible to change the default attachment storage location for a Dataverse table that has attachments enabled? Currently, in my environment, the default attachment storage table is 'Note.' In my solution, I've already enabled a SharePoint Document Library in Enable Servier-Based SharePoint Integration / Document Management Settings and my model-driving portion of the solution correctly saves documents within a SharePoint library.

However, within the canvas app's edit form, the attachments field is still sending attachments to the Dataverse Note tble within the environment of the solution.

While the model-driven portion of the app updated, the canvas app functionality never changed over.

In the relationships, I can still see the link to the Note table, but after updating the settings in Document Management Settings, I now see the link to SharePoint like I should. My thought is that there is another setting that needs to be changed so that canvas apps reference the SharePoint relationship instead of the Note relationship.

Appreciate any guidance on how to.

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Microsoft Dataverse with Power Apps

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Jonathan Manrique 2,687 on at

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Hi @trstrean

The Sharepoint integration is related to a table called documents, not notes, standard notes their attachments are stored within dataverse.

For attachments to be stored in Sharepoint you must use the native integration with dataverse, and then select the entities you need to activate, then have a subgrid and from there upload the attachments.

You do not have to create relationships, that process is carried out only when you activate the integration

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trstrean 185 on at

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I'm not sure if my original post was clear. Out of the box, dataverse tables are linked with another dataverse table called Note. When you add an attachment within a canvas app using the edit form field of attachments, the Note table is where that file gets stored. I'd like to change that behavior so that when I add the attachment field to my edit form, attachments will be saved to SharePoint. A model driven app already works the way it should by saving files to the enabled SharePoint document library, so I believe the integration is enabled correctly. If you could post some images of the steps you've recommended, maybe that would help clarify what you've suggested.

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