Introduction

For SharePoint integrations, create a specific Site Collection path under the main SharePoint hierarchy per Customer. When adding a related file to a Project associated with a Customer, the default Site Collection path for SharePoint files will be the Customer-defined path.

Jump to:

• Benefits
• How it Works
• Creating Project Folders Using Customizations
• See also

Benefits

• Better organization. Create different Site Collection locations based on Customers.
• Avoid confusion when uploading files.
• Save time. Upload files directly to the correct location without navigating the full SharePoint file system.
• Supported in Customizations (Workflows, Custom actions, etc.)

How it Works

1. Open the Customer details, and in the Property Card locate/search for the new Default Integration Path field.
2. Enter the Site Location path for the specific location in SharePoint.
3. In a Project related to the Customer, add a related SharePoint file.
   The default path will be to the Customer-defined Site Location.
   Note: If the Customer does not have a defined path, the parent Project or Program's path will be used, and if that is not defined, the default organization path will be used.