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Document Management

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Posted on by Hilda Steyn

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Is there anybody in this community, that has been successful in creating a custom table, with a file column, with which you upload a file to be stored in SharePoint?

According to the Microsoft representative that reviewed my ticked, it cannot be done. So please explain to me why the SharePoint integration option is available when a custom table is created. This doesn't make sense to me.

I really need somebody with more insight in this matter.

PROBLEM SOLVED.

If you encounter the same problem, you are welcome to contact me.

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Hilda Steyn 254 on at

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Re: Document Management

Problem solved.
Do not use a column with data type = File.
Use the related document tab in the form to upload to SharePoint.
Hilda Steyn 254 on at

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Re: Document Management

See the attached file please.

Edit: doc removed.
Hilda Steyn 254 on at

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Re: Document Management

Thanks anyway. I appreciate your willingness, nonetheless.
WarrenBelz 146,651 Most Valuable Professional on at

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Re: Document Management

@hildasteyn ,

Sorry I am the wrong person here - I am Canvas apps only with SharePoint Lists and Libraries.
Hilda Steyn 254 on at

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Re: Document Management

Yes it is a model driven app. The menus that I screen shot is from Power Platform Admin Centre and from Power Apps.
WarrenBelz 146,651 Most Valuable Professional on at

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Re: Document Management

@hildasteyn ,

Is this a model-driven app - I have never seen that menu
Hilda Steyn 254 on at

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Re: Document Management

I have attached a file with screen shots and explanations.
Edit: doc removed.
Hilda Steyn 254 on at

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Re: Document Management

Could I possibly do a teams meeting with you? Then I can share my screen and show it all to you.
WarrenBelz 146,651 Most Valuable Professional on at

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Re: Document Management

Hi @hildasteyn ,

I need to understand your terms used in relation to the SharePoint structures.

a site in SharePoint to be used for document storage - are you saying you created a SharePoint Library ?

Can you please send a screenshot of where you selected "Setting up SharePoint document management" and how you got there.

There is a far less complex way of doing this I suspect.
Hilda Steyn 254 on at

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Re: Document Management

@WarrenBelz
I created a site in SharePoint to be used for document storage - we are a financial services company, and we have to keep a LOT of compliance documents.
I created a custom table and ticked the "Setting up SharePoint document management" under advanced settings.
One of the columns in the table is data type = File.
On PPAC, I did the SharePoint Integration and the folders for the entities were successfully created on SharePoint.
If I use the form for the table in an app, the file upload goes smoothly. But the file isn't stored in SharePoint. My SharePoint folders remain empty.
So according to the MS support person, it is because I don't use a standard table, which I think is hogwash. If the SharePoint integration was only available for standard tables, why is the option there when a new custom table is created? To prove my point, I used the standard Accounts table and added a file column to it. Same thing happened. I think there is a setting somewhere that I am missing, but I just cannot find it.
If I use the form for the table in an app, the file is uploaded, but it isn't stored in Sharepoint. My SharePoint folders that PPAC created, remains empty.