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1.2 Setup Metadata Synchronisation Configuration

HN CRM edited this page Oct 21, 2017 · 5 revisions

Managing Metadata Synchronisation Configuration

In this article you'll find out about

Metadata Synchronisation Configuration

Properties

The following table describes the properties associated with the Metadata Synchronisation Configuration page.

Property Name Default Value Description
Name
Entity
Synchronisation Mode
Use Sharepoint Global Config Yes
Split Sharepoint Library
Synchronise Existing Records No
Background Synchronisation Status
Background Synchronisation Date

The following table describes the properties associated with the Metadata Attribute Mappings.

Property Name Default Value Description
Name
Attribute
Sharepoint Field Name
Attribute Type
Activate On Update
Include In Default View

Create Metadata Configuration

Edit Metadata Configuration

Manage Metadata Configuration Mappings

Activate / Deactivate Metadata Synchronisation