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NavSherpa Group

NavSherpa Group
1

SP Link

1. SP Link
This action launches the SharePoint web site as specified in General (FastTab)/Repository URL.
2

Advanced WorkFlow

2. Advanced WorkFlow
This action initiates a flow/workflow as specified in SharePoint List Setup Card/SharePoint List Workflow Setup Card.
3

Smart Tree

3. Smart Tree
This action shows/opens the SmartTree as specified in in General (FastTab).
4

Copy to SP

4. Copy to SP
This action sends a record from Microsoft Dynamics NAV to SharePoint.
5

Remove from SP

5. Remove from SP
This action removes a record from SharePoint. Action only visible if enabled in General (FastTab)/Allow Delete Records On SP.
6

Access Group

6. Access Group
"Access Group" opens the page NavSherpa Access Group Members, where users can set the permissions of folders and document sets linked with Microsoft Dynamics NAV records.