11-02-2009 01:39 PM
Does anyone know how to add a file to the saleslogix library so it will sync out to users?
Solved! Go to Solution.
11-03-2009 01:05 AM
Check the Force distribution of this file option within the file properties to automatically send files and file revisions to all Remote users.
11-03-2009 01:08 AM - edited 11-03-2009 01:23 AM
This is from Administartor Help:
"Library and Synchronization
Synchronization handles requests from and delivery of files to Remote users. When the Remote Client synchronizes, the request is sent to the server. The requested file is delivered the next time the user synchronizes. Users view their delivered files on the Documents tab in What’s New.
Library items are resynchronized to Remote users when the following changes are made to a document through the Administrator:
If the changed item is "forced", the file will be sent. If the changed item is not forced, it will be listed as "Revised" on the Remote Client.
Documents added to the library before the Force distribution of this file setting is selected will not be automatically sent to all Remotes. For Force distribution to apply to a document already in the library, remove the document from the library, and then re-add it after Force distribution has been set. "
Essentially, make sure you set the file to Forced.
11-03-2009 07:18 AM
All good information, perhaps I should have been clearer.
I have a customization that is running from the LAN client (host server specifically) and it needs to add a file to the sales library, such that users receive the file without the need to request it. I this case they are word templates for a custom mail merge/proposal writer. I though there was a way I could manipulate the existing attachment objects to manage the library, but I can locate the old documentation or I confused something else.
Appear it might be faster and quicker to convert the module away from the sales library and use an image field to manage the process.
Thanks
11-03-2009 07:30 AM
Clear is always good!
Im not a programmer so i'll step back on this one.
11-11-2009 02:12 PM
There is no API for adding Sales Library documents.
You can add the file directly to the LibraryDocs table through the SalesLogix provider.
Be sure to set the "FLAGS" field to 1 to force a sync of the library file to all remotes.
Paul Zeimet
SalesLogix Development Manager.
11-12-2009 06:20 AM