I'm developing a screen to ask users to upload files then i can save these files on the local desk. how can i setup this and what is the component i should use
i tried attachment component but failed to complete the operation
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Hello!
In Creatio, the standard approach for allowing users to upload files is to use the Attachments (Files & Links) component on a record page. This component enables users to upload files and store them as attachments linked to a specific record in the system.
Please note the following important points:
- The Attachments component works only in the context of a record (entity). Files cannot be uploaded without being associated with a record.
2. If you need to collect files before the main business object is created, you will need to implement a custom approach. A common solution is:create a temporary (technical) object/record,
use the Attachments component to upload files there,
then use a business process or server-side logic to transfer the files to the final object once it is created.
3.If your requirement is to store files outside of Creatio (e.g., external storage), this would require a custom implementation using a business process and integration (web service call).
In your case, the implementation would most likely require a custom file provider that uploads files to a different file storage. This would be a development task rather than something that can be achieved using standard tools only.
At the same time, the business requirement is still a bit unclear. Since the system is used by many users, and the files themselves are expected to be stored on the server, the recommended approach would be to design a centralized server-side storage solution rather than rely on local desktop storage.
If by “local desktop” you mean this as part of the interface or user experience, then this could potentially be implemented as a separate custom object responsible for displaying or managing files intended for desktop access.
However, we would recommend considering a different approach: for example, adding a button on the desktop/home page that redirects users to a dedicated knowledge base article or file repository where all required files are stored. This would allow users to access the necessary files directly from the main screen after login.
This approach may be more convenient and scalable, especially if many users need access to the same initial set of files.