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General (List Type = Library)

General (List Type = Library)
1

Allow Delete Records On SP

1. Allow Delete Records On SP
Specifies whether to allow the user to delete the record. If deletion is enabled, the user will see NavSherpa Smart Tree/Upload Documents (FactBox)/Delete enabled on NavSherpa on Card/Upload Documents (NavSherpa).
2

Document Sending

2. Document Sending     
Specifies the document sending method
  • With Manual Approval - Each document must be manually approved on the Document Content Types page. After that, the document will be sent to SharePoint.
  • After Content Type is Filled In - Documents are not approved for automatic sending. Users must open the Document Content Types page, for example by double clicking on the file in NavSherpa on Card/Upload Documents (NavSherpa). If required content types are filled in and user close page by "OK" files are automatically approved for sending. This option is useful for example if content type values have to be check.
  • Without Approval - If a document is added to a record and all required content types are filled in, the document is approved for sending automatically. Content type values can be filled in automatically from the record.
3

Smart Tree Display

3. Smart Tree Display
Specifies the Smart Tree Display method
4

Repository URL

4. Repository URL
Specifies URL to SharePoint library. URL can use filters. URL allows set constants or Text variables. Field is used by NavSherpa on Card/Documents (NavSherpa) subpage.
 
Example:
Forms/AllItems.aspx?RootFolder=/purchase/OperationalDocs/%FIELD3%
5

Library Insight Display

5. Library Insight Display
Specifies the Library Insight Display method.
 
Library Insight feature is deprecated and is not supported in any NavSherpa AL extension version.
6

Upload Files Immediately

6. Upload Files Immediately
Specifies whether to upload files immediately to SharePoint after being approved.