Specifies the "SharePoint Site Setup" which is used to connect to SharePoint. Values entered into this field are used by the program to automatically revalidate "SharePoint List Title" for new connections and the "Lookup SharePoint List Title" is also revalidated for all field mappings.
List - is used if the SharePoint List Setup is related to a SharePoint list. Lists include data such as customers lists, salespeople, orders etc.
Library - is used if the SharePoint List Setup is related to a SharePoint library. Libraries contain documents. If List Type is set to Library, the NavSherpa on Card/NavSherpa Library Insight (NavSherpa) subpage is visible on source page where the module is implemented.
Flow - is used for flow request configurations. These SharePoint List Setups are used when the program calls Microsoft Flow.
Open - allows a SharePoint List Setup to be modified, and will cause it to be excluded from the NavSherpa module until being released. Releasing can be done via Actions (Ribbon)/Release.
Released - prevents modification to the SharePoint List Setup. Released SharePoint List Setups are included in the NavSherpa module.
Important: Since April 2019 there is a major change in this functionality. For more information follow Actions (Ribbon)/Release.
Specifies whether to use the "Workflow Manager" for workflows. The program automatically retrieves the activation from SharePoint when a General (FastTab)/SP Site Setup Code is set.
Specifies the site setup for communication with workflows via a webservice. The field must be filled in if the workflow is used in the list and there is no workflow manager installation on the SharePoint Server.
Specifies whether to allow the user to delete the record. If deletion is enabled, the user will see an action NavSherpa on Card/Actions (Ribbon)/Remove from SP on the page where the NavSherpa module is implemented.
Specifies the configuration package code for import functions. This RapidStart package is used by the program when retrieving data from SharePoint and updating the data in Microsoft Dynamics NAV. This code is not mandatory if SharePoint Site Setup/General (FastTab)/Import Config. Package Codeis filled in on the related SharePoint Site Setup.
Specifies the "SharePoint List Setup" which will be used as the target when data is copied. This can be used for documents.
Example:
A "Sales Order" is posted and a "Posted Sales Invoice" is created. The "Sales Order" is deleted and we lose relations. If a list on SharePoint is used as a sales document and needs some relation after posting, a function will be used for transferring the mapping from the "Sales Order" to the "Posted Sales Invoice". More information on how to use transferring is available in How to implement NavSherpa functions to Events.
Specifies the initialization template code for import functions. This template is used during importing data to Microsoft Dynamics NAV.
Example:
The program gets items from the "Purchase Invoice" list on SharePoint. These items are imported into the "Purchase Header" table which has the primary key "Document Type" and "Document No.". Document No. is a column on the list so it is possible retrieve this value. Document Type is not on the list because the list is implicit for a single Document Type. This can be an issue in that Document Type is required for retrieving the sales record. The Template is used in this case as Document Type can be substituted with a predefined value.
