Hello,



Tell me, please, is there a template or application with which you can edit files (docx, txt, pdf) inside CRM and after editing use them as an attachment to a letter without saving these files on your computer?

There is a specific example where CRM should act as the main repository of information from which the original version of the file is taken and the edited version is saved here (i.e., FTP or cloud disks cannot be used). Is it possible to implement this?

 

Like 0

Like

3 comments

Ryan Farley,

Thank you! But maybe somebody else can help.

Hello

The following functionality is best achieved with the application like this:

https://marketplace.bpmonline.com/app/file-x-bpmonline

Since the bpmonline does not allow editing the files online, whereas the application allows it via the integration with GDocs or OneDrive.

Best regards,

Matt

Show all comments
Question

Hi All,

Is there a way to create a link to open up an edit page instead of clicking on the three dots as show in the attached file.

Thanks

File attachments

Like

1 comments

Dear Adebola,

You can press on three dots and easily open 'Edit' page.

If this doesn't suit you, the only option is to create another button in ProductQualificationDetailV2 schema. 

This has to be developed similary to '+' button. Please look at BaseDetailV2 as an example. 

Best regards,

Diana

Show all comments