I know you can add a link to a form in Acumatica to a dashboard but is it possible to add a link to a pdf file that is stored on sharepoint. We have templates that the sales dept uses on a regular basis. Occasionally they use an outdated form so it would be great to put a link to the correct pdf form on their dashboard then they would know they are always grabbing the most up to date version.
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Dashboard link to a file on sharepoint
Best answer by hsethia25
Hi
Did you try out with the Embedded page widget or the Wiki page?
Embedded page : it requires source URL
Wiki Page: You could add the pdf link on the wiki page and then add the page to the dashboard? Might require some formatting & manual one time setup.
Hope this helps!!
Hi
Did you try out with the Embedded page widget or the Wiki page?
Embedded page : it requires source URL
Wiki Page: You could add the pdf link on the wiki page and then add the page to the dashboard? Might require some formatting & manual one time setup.
Hope this helps!!
How to connect SharePoint with Acumatica Data through external lists
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