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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.

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poweractivate 11,078 Most Valuable Professional on at

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@hildasteyn Like this:
Add Column - Show Columns, check the box for Attachments, click Apply

If the above is not available, check here:

Settings Gear - List Settings
Advanced Settings

Make sure "Enabled" radio button is selected under "Attachments". If it's not, click it and then click OK at the bottom of the page.

If the above is not what you meant, I think it may be possible. Maybe you explained in it a way to the representative that you wanted to do it in a very specific way that was not possible. Maybe you could explain in more detail. Are you trying to make a Canvas App, Model Driven App, or something else?

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WarrenBelz 153,051 Most Valuable Professional on at

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Hi @hildasteyn ,

Can you please explain a bit more what you are trying to do ? Obviously you can attach files to a list, but are you trying to do something different ?

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Hilda Steyn 271 on at

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@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.

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WarrenBelz 153,051 Most Valuable Professional on at

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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.

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Hilda Steyn 271 on at

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Could I possibly do a teams meeting with you? Then I can share my screen and show it all to you.

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Hilda Steyn 271 on at

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I have attached a file with screen shots and explanations.
Edit: doc removed.

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WarrenBelz 153,051 Most Valuable Professional on at

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@hildasteyn ,

Is this a model-driven app - I have never seen that menu

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Hilda Steyn 271 on at

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Yes it is a model driven app. The menus that I screen shot is from Power Platform Admin Centre and from Power Apps.

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WarrenBelz 153,051 Most Valuable Professional on at

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@hildasteyn ,

Sorry I am the wrong person here - I am Canvas apps only with SharePoint Lists and Libraries.

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Hilda Steyn 271 on at

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Thanks anyway. I appreciate your willingness, nonetheless.

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