GeneralThis app extends the employee and personnel overview pages with SharePoint-based document and folder information for users working in the Infoniqa/NAPA environment.
It helps teams keep employee-related documents close to the record they are working on and supports a consistent document workflow without leaving the Business Central page.
App SetupThe app does not introduce a separate setup table of its own. Its behavior is controlled through the existing Extended SPC and SharePoint mapping configuration together with the page selection page that determines which extensions are active.
| SharePoint mapping | A mapping between a Business Central table and the relevant SharePoint site and folder structure. When the mapping exists and matches the current record, the factbox can load the related documents. |
| Extended SPC activation | Enables the extension logic for the current record and page. This check prevents the document factbox from appearing where no related SharePoint content is available. |
| Page selection | Lets an administrator decide which page extensions from this app are active. The selected state is stored per object and is evaluated when the page opens. |
Use the page selection page to switch the relevant employee pages on or off. Only selected extensions load the SharePoint document factbox in the user interface.
Check the configured mapping and folder structure before using the factbox. A valid site and base folder are required to show the linked documents correctly.
Page SelectionThis page controls which page extensions from the app are active for the current environment. It is used to switch the SharePoint-related employee page features on and off without changing the underlying pages themselves.
The selection list makes the app configurable for different customer scenarios. If a specific employee page should not display the SharePoint factbox, it can be deactivated here. This helps keep the user interface aligned with the actual business process and available integrations.
Only selected pages load the SharePoint document functionality. This is especially useful when the app is rolled out across multiple user groups or when only part of the employee pages should show document information.
Working with the AppThis extension is designed for users who work with employee records and need document visibility without leaving the page. It adds a SharePoint factbox to the employee card and employee list pages, making folders and related files available at a glance.
Employee CardThe employee card shows the SharePoint document information for the current employee record. This helps users access relevant files, folders, and references directly from the employee page.
When the page extension is active and a matching SharePoint mapping exists, the factbox displays the related document area for the current employee. The information is retrieved in the background and then shown on the page so the user can review documents without leaving the record.
This keeps employee documents close to the master data record and reduces the need to search separately in SharePoint. The user can quickly verify which folders and files belong to the employee and open them when needed.
Employee ListThe employee list adds the same SharePoint document awareness to overview pages. This gives users a quick way to see whether a selected employee has related files or folders attached in the configured SharePoint structure.
When the list page is activated, the factbox loads the related document view for the current employee in the same way as on the employee card. This makes document access consistent across both master-data pages.
Page SelectionThis page controls which page extensions from the app are active for the current environment. It is used to switch the SharePoint-related employee page features on and off without changing the underlying pages themselves.
The selection list makes the app configurable for different customer scenarios. If a specific employee page should not display the SharePoint factbox, it can be deactivated here. This helps keep the user interface aligned with the actual business process and available integrations.
Only selected pages load the SharePoint document functionality. This is especially useful when the app is rolled out across multiple user groups or when only part of the employee pages should show document information.
Release Notes
