Store in Microsoft SharePoint

The Flow Output section serves as a comprehensive summary of the results and outcomes of a particular flow, providing valuable information to the user. Each setting that composes this output information is described in detail below:

Figure 1-466   Store in Microsoft SharePoint Flow output

Store in Microsoft SharePoint Flow output functions

Figure 1-467   Store in Microsoft SharePoint Basic settings

Store in Microsoft SharePoint Basic settings functions

Index No.	Field name	Description
1	Document	The document to store in Microsoft SharePoint. The system uses the generated document by default
2	Microsoft SharePoint connector	Defines the connector the system should use. If none is selected, the system uses the default connector.
3	Site	Name of the site where the system should store the document. This setting only functions if you have checked the Use multiple site collection setting for the Microsoft SharePoint connector. Entering a URL to a site during connector setup is possible. If so, leave the site field empty. If a site has been set on a connector, it is no longer possible to use the default root site. It's not possible to enter a subsite here. Select here for an overview resolving your site The default root site will be used if no site has been specified, neither during connector setup or in the flow step (https://tenantxyz.sharepoint.com/ ). If specified in the connector and not in the flow step, the system uses the specifications from the connector from the connector. If specified in the flow step, the system overrides the connector setting and uses the site defined in the Site field. Entering a URL to a site during connector setup is also possible. If a URL was entered during the site set up, leave this field empty. If a site has been set on the connector, using the default root site is no longer possible. It’s not possible to enter a subsite Subsites in SharePoint are the same as a regular site except for the fact that they reside inside a site. Technically, the only sites that can't be termed subsites are the ones that are on the top of the hierarchy, which you usually see in the root. here.
4	Folder path	The path to the folder on SharePoint. Users can select In Shared Documents Specifies a folder inside the Shared Documents location. If you don't select a location, the system saves the document by default in the Shared Document location. Smart Flows will create any folders that do not exist yet inside SharePoint, and the system places the document inside. Instead of the path, you can also use the URL pointing to that location.Specifying a Shared Documents Folder Type the following in the folder path field: Shared Documents/foldernameWhere foldername is the name of the folder. Nesting Folders in Shared Documents To nest folders, type the following in the folder path field: Shared Documents/foldername/foldername/foldername Where foldername is the name of the folder. or In Document Location as set in Dynamics In Dynamics, you can specify document locations and then use them in Smart Flows. All standard data sets have a field called SharePoint Document Locations. Smart Flows includes this field by default, and you can use it to link the Folder Path field for the Store in the Microsoft SharePoint flow block. The system then stores linked documents based on the configuration in Dynamics CRM. To get this field in there correctly, you need to create a link. How to do that is explained here. After you've set the link correctly, the document will be stored in the document location as configured in Dynamics CRM.. We recommend using the Toggle linked/normal field button to link this field to the Data Set field SharePoint Documentation Locations. Refer to Linking blocks together for more information. If left empty, the default library will be used (Shared Documents), unless specified otherwise during connector setup. If a library is selected for a specific site, it won't be used if the site parameter is overwritten and Shared Documents will be used anyway. It can contain a Sharepoint document location if enabled on the D365 CE environment. It is available on a subset of D365 CE entities in Dynamics data sets.

The Name and format settings in the Store in Microsoft SharePoint flow block refers to the name to save the document as. By default the Store in Microsoft SharePoint the system uses the Generate document flow block's Document name field. However, you can use a different name when saving to storage.

Figure 1-468   Store in Microsoft SharePoint Name & format settings

Figure 1-469   Store in Microsoft SharePoint Name & format settings functions

The Metadata parameters allow users to store additional information about the document in SharePoint. The system displays the field that match yourSharePoint library columns where the document will be stored. For more information on modifying columns, refer Create a column in a list or library for more information

Example: 

Adding a column with an inserted value.

In this example the column, my own column is added to the SharePoint Document library. You can then modify settings for that column in the Key field of the Metadata section. The document is stored in library using the Document Name field and the Value field fills the data for the created column my own column.