This action opens a new page for Workflow settings that are connected with the list and can be started from Microsoft Dynamics NAV. For more information, see SharePoint List Workflow.
"Record Conditions" are used for usage limits. More SharePoint List Setups can be set for one table and setups usage can be limited by record conditions.
Example:
Table Sales Header has a SharePoint List Setup for each document type because each document type in SharePoint uses a different list. If the record conditions are not set, each List Setup would be used for record synchronization, which would be incorrect. Therefore, the record conditions have to be set for each List Setup. The record condition should be "Document Type"="1" (1=Order) in the List Setup which is connected with the Order list in SharePoint etc.
Recommendation:
Numbers are better for option fields than text. Numbers do not depend on the language. The same should be used for true/false fields where 0=false and 1=true.
SharePoint record conditions are used while transferring data from SharePoint to Microsoft Dynamics NAV. Automated functions set filters for the SharePoint list according to these conditions, and the function synchronizes entities within in the filter.
Example:
One SharePoint list contents data from "Purchase Invoice" and "Purchase Credit Memo". Each table has its own SharePoint List Setup in NavSherpa module, and each SharePoint List Setup must have different SharePoint record conditions that distinguish records for invoices and credit memos.
"Content Types" shows content types related to the List Setup. The content types are filled automatically when the SharePoint list is specified in General (FastTab)/SharePoint List Web URL. The user can modify the list content types for the List Setup. For more information, seeSharePoint List Content Types.
"Site-List record link" is used for dynamic sites. This relation allows you to connect the record (table) from "SharePoint List Setup" to "SharePoint Site Setup".
Example:
SharePoint sites are created by the table "Job" which is configured in SharePoint Site Setup Card/General (FastTab)/Reference Table. The SharePoint List Setup is configured for the table "Job Task" in General (FastTab)/Table ID. The table "Job Task" contains the field "Job No.", which can be used as a relation to the table "Job" and this relation should be set in the Site-List record link. If the program creates the record in the "Job Task" list in SharePoint, the program will get the record from the "Job" table by the Site-List record link for "Job Task" and the program can fill in the correct list in the right site.
