I have added a number column to the OpportunityFile object, and I have two separate File details for uploading to the same Opportunity. I would like each detail so set my new column to a different value (numbers 1 or 2). How can this be achieved?
There should be two different schemas for these two details that are using the same object. To achieve your task you need to add this method two both your details schemas:
methods: {
save: function() {
this.callParent(arguments);
this.setInteger();
},
setInteger: function() {
this.set("UsrInteger1", 2);
}
},
and replace UsrInteger1 with the name of your integer column from the object and specify the value of 1 or 2 in this part
this.set("UsrInteger1", 2);
for each detail schema separately. As a result, each time you add the file to each detail your integer column will be populated with the correct integer value.
I am trying to set up a trigger email at the moment for anyone who downloads a whitepaper from our website. The email will have the whitepaper either attached or preferably linked in the body. How do I go about doing that?
Bulk/trigger emails are not supposed to have files attached to them since email provider can reject sending this email. The only way to have pdf file being attached to an email if it is trigger/bulk email - is to put this file as a link to a body of an email. Your file should be stored in some public storage that can be accessible by anyone and the link to it will be like this https://test_storage_system/$File/TestSheet.pdf. But if you put this link to the body of an email - recipients will get an error when open it. So you need to use OpenElement parameter at the end and make the link look like this https://test_storage_system/$File/TestSheet.pdf?OpenElement. As a result users will see opened pdf document (which they can download after that) that can be accessed from your bulk/trigger email.
There is no marketplace add-on that allows storing data. You need to create your own storage that can be accessible by everyone - for example public FTP storage system. Remote storage is just a remote storage and in terms of trigger/bulk emails there is no difference between them - the only requirement is that it should be accessible.
Im trying to lock an attachment from being downloaded from the knowledge center. Is this possible in some way? I would need a full lock, nobody except Supervisors could download them
How do I set up a folder to filter by Attachment? For instance, I'd like to see all Accounts which have an Attachment that's named "Client Rebalancing"
Please note that in this case the file is taken from Attachments and Files tab of the record. If you want to take the file from the external resource you'll need to develop the additional integration.
At the moment there is no option to create a template with the attachments as well as there is no possibility to send the bulk emails with the attachments, since it can result in emails going into spam folders in the contacts’ mailboxes. We have registered the suggestion to add the functionality and our R&D team will consider improving the functionality in one of our upcoming releases.
We are using 7.2 onsite. When I click on the attachement its being automatically downloaded on my computer. Is there a way it could be asking me wether I want to save the file (with posiibility for entering location) or open it?