I have a prospect who wants the capability for mobile Creatio users to upload a photo from their phone to Creatio, presumably as an attachment to some object. Is this possible?
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Hello Glen,
This is actually an OOB functionality. You can upload attachments via mobile application even without any additional changes in the system.
Just open a record page, for example, the Contact page, and scroll it to the bottom. There you will find "Contact Attachments" details.
Best regards,
Bogdan S.
Bogdan Spasibov,
Hi Bogdan,
I cannot find the "Contact Attachments" in the mobile app..is there anything else to customize?
Thanks,
Robert
Robert Pordes,
Hello Robert,
Please check whether the needed detail "Contact's Attachments" is added to Mobile application wizard as on the attached screenshots:
Once done, the needed detail will be displayed in the mobile application:
Best regards,
Anastasiia
Anastasiia Zhuravel,
Thanks for the guidance.
I added the detail, but there is only the possibility to create a record with a "Name" field, but no upload or option to take a photo with the camera (I have given the App permission to use the camera)...
Any thoughts?
Thanks and BR,
Robert
Robert Pordes,
Please share the settings of this detail in your mobile app wizard.
Kind regards,
Roman
Roman Brown,
Hi Roman,
nothing fancy (and not a lot to customize anyways ;) )
BR,
Robert
Robert Pordes,
Hi,
You need to click the "Edit" button at the top right corner first to be able to upload images:
then
and finally
And you will be able to either create a new photo or choose something from the galery.
Best regards,
Oscar
Oscar Dylan,
Thanks for the hints, Oscar!
However, I do see the attachments on the contact page, but only before hitting the edit button.
After that, the contact attachment detail is missing...
Do I have to customize that for the edit mode, too? If yes, how is that done?
Thanks,
Robert
Hi,
Any news on this?
The customer is waiting for it and I can't get it running...
Thanks,
Robert
So I just found out, that you also have to add the detail on the Page Setup for the contact page...sorry for the hassle!
BR,
Robert