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Move the 'Documents' link RRS feed

  • Question

  • Hi, I want the 'list of sharepoint documents shown under 'Documents' to be on the form like a sub-grid. Is that possible?
    Friday, September 30, 2011 7:27 PM

Answers

  • Hi Glora,

    Yes it is, assuming that your entity is enabled for document management, when you add a sub-grid, within the 'Data Source' section of the 'List or Chart Properties' form, select 'Only Related Records' for the records option, 'Document Locations (Regarding)' for the Entity option, and finally 'Active Document Locations' for the Default View.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011
    Sunday, October 2, 2011 4:13 PM
    Answerer