Upload from Teams

Form ID: ([1]Tatiana.DavydovaThe form can be opened only from the Files dialog box; cannot be opened by typing ID in the Search box. However, it can be opened as a typical form from the Trace page.2023/09/0515:06:55+03:00SM404000)

You use this form to upload to the record the files that have been shared with you in Microsoft Teams. The form opens when you click Upload from Teams in the Files dialog box.

This form is available in the system only if the Teams Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Tip: You cannot open the form by typing its ID in the Search [2]Tatiana.Davydovaby using the Search box 2023/09/0515:17:21+03:00box.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Upload & Close

Uploads the selected files and [3]Tatiana.DavydovaThe form is displayed as a dialog box; clicking this button closes the dialog box.2023/09/0515:41:19+03:00closes the form. This button becomes available when you select a file or files in the table.

File Selection Area

You can use the settings in this area to narrow the range of files listed in the table. The area contains the following elements.

Element Description
File Name

The name of the name of the file to be uploaded. You can also type any part of the name and select the name from the list of names that match your search string.

Table

You use the table to select files that you want to upload. The table contains the following elements.

Table 1. Table Columns
Column Description
Selected

A check box that you select to indicate that the file should be uploaded.

File Name

The name of the shared file.

Last Date The date when the shared file was last modified.
Picture

The picture of the user who shared the file.

Shared By

The name of the user who shared the file.