If you have selected a Shareflex repository as the system, you must specify a connection string and the search string (SearchString).
In this article, we explain how a search string and the connection string are made up.
Connection string for Shareflex
This URL is used to display a category (document or file, list of documents) directly:
https://{Server}/sites/Shareflex/{DocumentType}?{SearchString}
To establish the connection to a Shareflex repository, you must specify the URL to the ECM system in the URL parameters:
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Parameter {Server}: Enter the base address of the server with Shareflex.
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Parameter {DocumentType}: Enter the category (document type) that you want to search.
Please check the composition of the URL in the corresponding Shareflex documentation.
Parameters and variables for "SearchString" in the connection string (example)
Let's assume you want to search for all documents of a specific invoice number of a defined company.
You need the following elements to define the parameters for SearchString:
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ECM field for the index number for the company, e.g. with the value edocCompany.
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Name of the company in Dynamics 365 for Finance and Operations: e.g. DEMF.
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ECM field for the index number for the invoice number, e.g. with the value edocInvoiceNumber.
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Property (attribute) of the invoice number in Dynamics 365 for Finance and Operations: e.g. 7500201.
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Search pattern for the index field and the associated value (Base Connection > Pattern): The pattern %1 stands for the name of the index field and %2 for the value of the index field. Both patterns are separated by a character, e.g. colon or equals sign. For your environment, check which character is used to separate the name and the value of the index field.
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Field separator for the search index field and the associated value (Base Connection > Field separator): In your Shareflex application, check which character is used to separate the fields, e.g. comma, ampersand. In this example, it is an ampersand.
Under Base Connection, enter the search pattern in the Pattern field and the separators under Field separators.
For details about the fields see: Define a connection to an ECM system and map the ECM fields
Enter these variables and values in the SearchString field as follows. Be sure to enter the corresponding characters, such as the ampersand and colons, in the position shown: edocCompany:DEMF&edocInvoiceNumber:7500201