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NavSherpa Setup Wizard
Step 1 - Start With
Step 2 - Setup
Step 3 - RapidStart package
Step 4 - Users
Step 5 - Sites
Step 5.1 – Setup Access Token – Root site url
Step 5.2 – Setup Access Token – Register NavSherpa on Sharepoint
Step 5.3 – Setup Access Token – Grant permissions for NavSherpa
Step 5.4 – Setup Access Token – Test access
Step 6 - Lists/Libraries
NavSherpa Access Group Members
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NavSherpa Smart Tree (NavSherpa)
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Navigate menu
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Text variables
NavSherpa Interface
Functions
AddFileToLibrary
AddGeneralParameter
ApplicationBuild
ApplicationVersion
CanBeSPListSetupUsed
ClearGeneralParameter
CopyAccessGroupMapping
CopyDocumentMapping
CopyRecordMapping
CreateSiteOnSharePoint
DeleteAccessGroupMapping
DeleteAttachment
DeleteDocumentMapping
DeleteRecordMapping
DeleteWorkflowMapping
DownloadFileFromLibrary
EditRecordAccessUsers
EditRecordAccessUsersLookup
FillParamsInString
GetListOfSPListSetup
GetSharePointSettings
CheckCopyMapping
IsAllWorkflowsApproved
IsWorkflowApproved
OpenSharePointListLink
StartWorkflow
SynchronizeFromSP
UpdateDirectoryTreePermissions
UpdateListItems
UploadFileToSP
UpdateTableAndFieldIDs
Events
OnAfterAddAttachment
OnAfterStartWorkflow
OnAfterWorkflowStatusChange
OnBeforeAddAttachment
1. How-to
1.1. Installation and implementation
1.1.1. C/AL
1.1.1.1. How to install NavSherpa
1.1.1.2. How to uninstall NavSherpa
1.1.1.3. How to implement NavSherpa on Card/List type Pages
1.1.1.4. How to implement NavSherpa on a Card page with sub-lines
1.1.1.5. How to implement NavSherpa functions with Events
1.1.1.6. How to implement the Timestamp field
1.1.2. AL
1.1.2.1. How to install NavSherpa
1.1.2.1.1. NavSherpa Installation to D365 BC Online
1.1.2.1.2. NavSherpa Installation to D365 BC On-premises
1.1.2.1.3. NavSherpa Installation to D365 BC Docker Container
1.1.2.1.4. NavSherpa Synchronization in the Job Queue
1.1.2.2. How to uninstall NavSherpa
1.1.2.2.1. NavSherpa Uninstall in D365 BC Online
1.1.2.2.2. NavSherpa Uninstall in D365 BC On-premises
1.1.2.2.3. NavSherpa Uninstall in D365 BC Docker Container
1.1.2.3. How to implement NavSherpa on Card/List type Pages
1.1.2.4. How to implement NavSherpa on a Card page with sub-lines
1.1.2.5. How to implement NavSherpa functions with Events
1.1.2.6. How to implement NavSherpa on Report Selection page
1.1.2.7. How to migrate NavSherpa to Business Central Online
1.1.2.8. How to upgrade NavSherpa to AL
1.2. Configuration
1.2.1. How to create new SharePoint Site Collection for NavSherpa
How to connect to SharePoint
How to manage access tokens
How to change expired certificate
How to renew app permissions (OAuth / deprecated)
How to fix 'Token type is not allowed' error (OAuth / deprecated)
How to connect to on-prem SharePoint (OAuth / deprecated)
1.2.2. How to create new Subsite
1.2.3. How to set up SharePoint List Setup
1.2.3.1. How to set up SharePoint Field Mapping
1.2.3.1.1. How to set up standard fields
1.2.3.1.2. How to set up a standard field from another table
1.2.3.1.3. How to set up a field with a relation to another table
1.2.3.1.4. How to set up lookup fields
1.2.3.2. How to set up content types
1.2.3.2.1. How to set up a content type field
1.2.3.3. How to fix error "Column _lpLabelMetaInfo does not exist."
1.2.4. How to set up automated procedures
1.2.4.1. How to set up the Application Server
1.2.4.2. How to set up the Job Queue
1.2.4.3. How to set up Power Automate workflow
1.2.4.4. How to set up SharePoint 2010/2013 workflow
1.2.4.5. How to synchronize new documents from SharePoint
1.2.4.6. How to synchronize List data from and to SharePoint
1.2.4.7. How to troubleshoot NavSherpa synchronization errors
1.2.4.8. How to fix error "The number of items in this list exceeds the list view threshold"
1.2.5. How to set up record creation during document uploads
1.2.6. How to set up navigation
1.3. Functionality
1.3.1. How to send a record to a SharePoint List
1.3.2. How to send document to a SharePoint Library
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