Not sure if I completely understand, however, if you're wanting to generate a printable and attach to a record, you can do this with a process using the Process File element. This allows you to generate a printable and you can easily attach to a record's files. Then, just wire up the button to run the process. 

Ryan

Ryan Farley,

Thanks, Ryan. That's what I did. I wrote a business process for generating different reports depending on the value of the reference field and adding them to the attached files. In the module, I added a button to call this business process with the transfer of the necessary parameters to it.

Hello,
 

Uploading or accessing existing files should be done through the API for file management. 
We encourage you to read the documentation on the API for file management on Creatio Academy.
Also, in the documentation there is an example for creating new files using the Terrasoft.File.Abstractions.IFileFactory interface.

Thank you.

Hi Robert!

Unfortunately, displaying the various sections' attachments together in one attachment component is impossible. However, you can use a separate attachment component for each section.

To implement this, we recommend the following steps:

1.  Open the Page Designer.

2.  For each section that you would like to display the attachments from:

- add the dropdown field, specifying this section as “Lookup” in the field’s general settings (or make sure that such a dropdown field already exists);

- add the attachment component.

3. In each added attachment component, set “Record to attach files” (general settings) to a value from the previously added dropdown field and “File storage location” (advanced settings) to the corresponding table.

After you choose the exact records in the dropdown fields, they will be linked to the current record, and you will see their attachments in the corresponding components. It will help you to avoid duplicating documents.

Best regards,

Natalia

Just to clarify, in theory the issue is not related to user permissions as I have tried to insert registers with multiple users (one of them being Supervisor) and in multiple sections, but I always get the same error.

P.D. I am using OData 4

Hello Alejandro!

For correct requests, you need to use all cookies not "only a part". Also "BPMCSRF" must be used in cookies and as a separate parameter in the header as mentioned in the example here Creatio API (getpostman.com).

Please try and test it with the corresponding changes.

Hello Kyrylo,

Thank you very much for your help. In my case the problem was only with that "BPMCSRF" header that I was not building properly, for the cookie values that I have to pass inside the "Cookie" header I tried passing ALL the values extracted from the response header "Set-Cookie" but it didn't let me authenticate, so the solution that works for me is creating a cookie manually with only the values  UserName, UserType, BPMCSRF, .ASPXAUTH, BPMLOADER that I mentioned before.

The POST requests are working flawlessly now. I will try now to upload files using OData following the documentation and I would highly appreciate if you are able to help me again if I have trouble.

Thank you very much.

Rather than using CaseId, use Case/Id:

https://mycreatio.com/0/odata/CaseFile?$filter=Case/Id eq idvalue

Ryan

Yes. This is something I would need as well. I've not tried this, but maybe it's possible to add to the rowToolbarItems for the attachments list and get the selected Id from the handler there?

Ryan

Ryan Farley,

Thanks a lot for the response. This worked!

You can pass the attachment Id in the params as mentioned below:

"rowToolbarItems": [{
	"type": 'crt.MenuItem',
	"caption": 'Get attachment id',
	"icon": 'open-button-icon',
	"clicked": {
		"request": 'psg.MyCustomHandler',
		"params": {
			"Id": "$AttachmentList.AttachmentListDS_Id"
		}
	}
}]

Regards,

Ramya

Ramya R,

Glad to hear this list can also be extended, great news. 

Ryan

Hi,

You can add a script component in you process and use a Sleep Method (1000 is one second)

System.Threading.Thread.Sleep(1000);

Jerome BERGES,

I tried uploading a file of 50MB and it takes 40 seconds to be uploaded:  1 second wouldn't be enough.

The time to wait depends on the speed of the connection and on the file size.

In my test I saw that the file size property increases while the upload proceed, then I used a workaround in my business process: before reading the file a make a loop with a wait of 2 seconds if the current file size is bigger than the one read in the preceding loop. The BP proceed to the file read procedure if the file size doesn't change in 2 seconds. It seems to work but it's really a workaround: is there something more currect and secure to wait for the file to be fully uploaded?

Thanks

Hi,

You can use FileApiService/UploadFile.

You can find examples in this discussion.

Dmytro Vovchenko,

what is the 

FileApiService?

noyzada,

You can find information here.

Bogdan,

Hi,

I'm using the 8.06 version / application section and now all the files save to the SysFile table,

I manage to post a file with postman but I can't connect it to the right record where the details of the files are 

you know how can i do it with the new version? with sysfile table

Hi Anupama,

From the client side the chain is as follows: upload method from the FileDetailV2 module then calls the upload method from the ConfigurationFileApi module. This ConfigurationFileApi module upload  method triggers the server side UploadFile method from the FileApiService class that uses the FileRepository class that uses the FileUploader class UploadFile method (that calls the UploadInternal method (with additional validations) and finally uses the Upload method to upload the file). So the upload on the server side is performed using the Upload method from the FileUploader class.

To locate the place where the file should be uploaded the FileUploader upload method uses the EntityFileLocator method that uses the fileUploadConfig (that is an object formed from the client-side when the ConfigurationFileApi module upload  method is called). For example if you are loading a file to the Contacts section the object to which the file will be saved is called ContactFile (and it can be also found in the database and configurations).

Best regards,

Oscar