I have been trying to get the SharePoint integration to work on the portal.
I created an Entity Form that should display a tab of the Account Web Form containing the Document Location on the Portal. However, I have been having some trouble with this. After an error message showed up (The record you are looking for couldn't be found.) I tried testing with other entities and forms, to see if it was the entity/form itself or something else, however the error still showed up.
After a while I decided to reconfigured everything from scratch, reset the Portal and enabled SharePoint integration again.
Now I am having this error on the Portal Editor :
Error completing request.
And another different error message on the Portal itself:
I checked the Entity Permissions and that the Entity Permissions is enabled and all seems to be fine. The Form Mode is set to Edit, Record Source Type is Query String and Record ID Query String Parameter Name is id. What I did notice however, is that when I go on the Portal on the Web Page where there is the Entity form, the URL does not display "id=000...etc" but it just displays the URL/partial URL.
Does anyone have any suggestions please?
There is a great video from Elaiza on setting up SharePoint integration, have you tried following that one: https://www.youtube.com/watch?v=Scr-8ELjRlI
also I a bit curious in regards the following: "
The Form Mode is set to Edit, Record Source Type is Query String and Record ID Query String Parameter Name is id. What I did notice however, is that when I go on the Portal on the Web Page where there is the Entity form, the URL does not display "id=000...etc" but it just displays the URL/partial URL."
can you explain a bit more? if your Entity Form is EDIT mode, you would normally come via an Entity List or Sub-Grid, and should pass the record GUID once clicking on the entity form.
Thank you for your reply. I have followed the same steps as the video again but still no luck.
I created a subgrid on the account form to render the document locations so that the user can see/add attachments. All steps have been followed. I even changed the tab on the entity form that should be displayed.
On the Editor it's showing up fine (except for the attachments subgrid) but nothing is rendering on the Portal
Hi Marie, sorry I am not being much helpful here.
I think you should open a support ticket with Microsoft cause they will be able to see exactly what's going on there.
I know that recent there has been an upgrade on Portals, not sure it could have impacted the SharePoint integration functionality.