Having trouble adding attachment detail to the custom section

Hi!

I can add a file attachment detail to my new section but when I add any file, it disappears after the record is saved. Please help

File attachments

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Hello Cathie,

 

  • To add Attachments detail to your custom section, please go to System designer → Advanced settings.
  • Then on the Configuration tab please find in the Custom package the object titled as your section with –File suffix. For example, it is a Deal section.
  • Please double click on the object and copy the UI as in the example below. 
  • Make sure there is a lookup of the section added to the column list of this object. If not, please add clicking on the Add button and choose the appropriate lookup. Please save the object.
  • After that please go to the SQL scripts tab and add a new one clicking on Add – Add. Type in a title without spaces and paste this code where the UI is the id that you copied before:

Insert into SysDetail (Caption, DetailSchemaUId, EntitySchemaUId) Values ('Test attachments', '0C43958A-A409-47BC-A3CB-9BC32451A45A', 'UI')

  • Then save and right-click on the script.
  • When you do this, you can open Section wizard and add the detail to the page.
  • Under the detail column please choose the name of the section.
  • When you save the changes to the section, please empty cache and do a hard reload in your browser in case the detail doesn’t appear.

Best regards,

Lily

Hi!

 

I wanted to inform you that the attachment detail is now automatically added when creating a section, so there’s no need to add them manually.

If I understand correctly, the lookup of the section should be a lookup column based on the object to which you intend to add the detail.

 

Best regards,

Kate

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