Creating an iFrame that will bring in a SharePoint document library page.
This page will be different for each client. How can I create a field on the
form that will pass the correct URL into the iFrame to show the specific SP
page for that client?
Thanks,
-Rick
I create a simple document library integration. Here are the steps I
followed:
1. I create field for the Account entity called "Sharepoint Folder".
2. I then created an IFRAME on a new Documents tab and pointed the URL to a
generic document library called "Accounts" (i.e.
http://companyweb/accounts).
3. Once that was setup I added JavaScript to the form's OnLoad event that
first checks if the "Sharepoint Folder" field is null. If so, then we assume
there is no sharepoint folder for the Account and the IFRAME continues to
point to the "Accounts" library. If the field contains data then I direct
the IFRAME URL to http://companyweb/accounts/ + <sharepoint folder field
value>. For example, if the "Sharepoint Folder" field contains the value
"AAA", then the IFRAME will point to http://companyweb/accounts/aaa.
4. I copied the same JavaScript to the "Sharepoint Folder" field's onChange
event.
Here is the JavaScript I used (it will have to be modifed for your
environment):
var aName = crmForm.all.new_sharepointfolder.DataValue;
var url = 'http://companyweb/clients/';
if(crmForm.all.new_sharepointfolder.DataValue != null){
crmForm.all.IFRAME_Sharepoint.src = url + aName;}
else{
crmForm.all.IFRAME_Sharepoint.src = url;
}
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