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Setting Up the Upload in Cart Action

With the Upload in Cart action, users can add a document during the ordering process. This document is passed along with the order to Microsoft Dynamics 365 Business Central and can be viewed and processed there. This allows additional information such as specifications or accompanying documents to be provided directly in the ordering process.

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To use this action, you need both Document Central and Document Central for Portals. While Document Central serves as the central document management system, Document Central for Portals acts as a connector between Document Central and the portal.

Setting Up Upload in Cart

Follow these steps to configure the Upload in Cart action:

  1. Open the dataset via the menu under Portal Setup while you are in the Business Portals Role Center.
  2. Select the dataset for which you want to configure the Upload in Cart.
  3. Click on Actions in the menu bar of the dataset table.
  4. Open the drop-down menu by clicking the arrow in the Action Code field.
  5. Click on +New to create a new action code.
  6. Assign a unique action code.
  7. Enter a note in the Description field explaining what you are configuring the action code for.
  8. Select the type Upload in Cart.
  9. Use the horizontal scrollbar in the table to scroll all the way to the right to find the Size column. Choose either Large or Small to determine the size of the button.
  10. Open the action settings by clicking on Action in the fact box on the right side.
  11. In the Upload section, you can enter one or more Content Types, separated by commas. The documents will be stored in Document Central under the corresponding content type after processing.
  12. With the File Restriction Type setting, you define which file formats are allowed to be uploaded.
  13. In the Maximum File Size field, you specify the maximum size a file can be to be uploaded in the portal.

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