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dlprentice
Continued Contributor
Continued Contributor

How do you set Document Location default selection to "All Locations"?

Hi all,

 

How do I set the default document location for Related - Common (Documents) in Dynamics to "All Locations" instead of it defaulting to a specific location? Users want this to be the default rather than the default being a specific location.

 

dlprentice_0-1706211972657.png

 

6 REPLIES 6
JAxis
New Member

Hi dlprentice, did you manage to find a solution to your problem yet? I have a customer that is facing the same issue. Curious to hear if/how this could be set-up.

Pavan_Mani_Deep
Responsive Resident
Responsive Resident

Hi @JAxis , @dlprentice 

 

Go to Settings and document management 

 

In the Document Management Settings, select the entity for which you want to change the default document location.

 

  • In the Document Management Settings for the selected entity, find the "Default Document Location for "Related - Common (Documents)" setting.
  • Change the default document location from a specific location to "All Locations."

Hope this helps...

If I have answered your question, please mark your post as Solved.

If you like my response or got a direction forward to proceed, please give it a Thumbs Up. Appreciate your Kudos. You can accept more than one post as a solution.

 

If you were still facing any issue or challenge, please do let me know so that I can try to check for you. Happy to help you further.

 

Blog:https://ecellorscrm.com

 

Cheers,

PMDY

JAxis
New Member

@Pavan_Mani_Deep Thank you! This has helped me a lot!

Pavan_Mani_Deep
Responsive Resident
Responsive Resident

Hi @dlprentice @JAxis 

 

Thank you for the confirmation. Please mark this as a solution so that it would help others in the community.

 

Cheers,

PMDY

 

 

I tried following the instructions you sent but once I enter Document Management Settings all I can do is select entities. No options for changing locations. Could you please post screenshots with your instructions?

dlprentice
Continued Contributor
Continued Contributor

Actually, I ended up making a Power App that is displayed via an iframe that uses Power Automate to display all the files in a manner the stakeholder wanted. Seems to work, required to use a little Javascript but works really well across environments.

 

Here is the github

ModelDrivenAppCodeSamples/EmbedCanvasApp at main · PowerRobin/ModelDrivenAppCodeSamples · GitHub

 

Basically I just made my app work in one environment, needed to embed and work across environments. This code makes that possible with the iframe.

 

The all locations stuff discussed in this thread I wasn't able to figure out, waiting from a reply from Pavan. I'm in GCCH so some settings might be different.

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