Hi,

How to do Attachment* as mandatory?

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Hello! 

 

Please reffer to community post that is related to your question https://community.creatio.com/questions/how-do-attachment-mandatory.

 

Best regards,

Valeriia

Hi Valeriia Ripnevska,

the link doesnt work, i get this error : The requested page could not be found.

Hamma Elmehdi,

Remove the . from the end of the url. Correct url https://community.creatio.com/questions/how-do-attachment-mandatory

Ryan Farley,

Hello Ryan, thanks for the response, could you please give me more details about how to set up the process, because they didn't let me add anything in the business process created with button " OPEN PROCESS"


and thanks in advanced ;)

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Hi All, 

 

I want to get an Opportunity Attachment and send it by email. 

 

I built a business process and used "Process File" element, the problem is that is not finding the attachment. Here is what I did: 

 

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I'd check to verify if the section is using the new generic "Uploaded file" or the object specific one "File and link of opportunity".

Even if it's freedom UI, opportunities typically use "File and link of opportunity", not "Uploaded file" - even in new systems. To find out for sure, open the Opportunity page and select the Attachments list and look for the property for "File storage location"

If that isn't the issue, I'd turn on trace to verify the value of the RecordId param.

Ryan

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Hi,

How to do Attachment* as mandatory?

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Hello,

Thank you for your request. Unfortunately, it is not possible to make the Attachment required using custom methods as it is a detail.


However, as a workaround using l development, you can implement following validation script (sample for Activities) in object process for Validating message:

UserConnection userConnection = context.UserConnection;

   Select select = (Select)new Select(userConnection)
            .Column(Func.Count("Id"))
            .From("ActivityFile")
            .Where("ActivityId").IsEqual(Core.DB.Column.Parameter(Entity.Id));
       
if (select.ExecuteScalar<int>() == 0)
            throw new Exception("Attachment is required");

return true;

Halyna Parkhomenko,

 

Hi Halyna ,

Can you tell me in detail where I can put this code and where it runs inside Open Process?

 

Hi Halyna 

When I apply the code inside Open Process it gives me this message Is there a solution?

Hi Halyna 

When I apply the code inside Open Process it gives me this message Is there a solution?

 

Muath Ali Hamdan Salem,

 

Hello,

 

As for the 'Select' errors - the most probable reason is the usage of the Terrasoft.Core.DB namespace is not added to the class.

 

As for the last error in your screenshot - either it will be fixed by fixing previous errors or the issue is that you call construction that requires 1 type argument. Need to see the code in this line.

Hi,Oleg Drobina

Isn't there another way to make the attachment file mandatory through validation of the form page and not by placing a condition on the table in the database that I want in the form page?

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Hi everyone,
 

I am looking to replace the AttachmentList component on the Leads form page with a DataGrid component that uses the FileLead (Lead attachment) entity. The goal is to disable the downloading of attachments.
 

However, I’ve encountered an issue where the Name column in the DataGrid appears as a hyperlink, which attempts to navigate to a non-existent form page for the FileLead entity (refer attachment below with the navigation URL at the bottom left). Since FileLead is an attachment entity, it ideally should not have navigation associated with it, even when displayed in a list.

image
 

Interestingly, other sections like Contacts and Attachments are functioning as expected—the Name column in those sections is not hyperlinked to any entity page.
 

This behavior appears to be a product bug. Could anyone else confirm if they are experiencing the same issue?
 

Best regards,
Ramya

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Hello!

This does not seem to be a basic problem. 
Please contact our support team to help resolve the issue - support@creatio.com

Best regards,
Anton

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Hi there,

 

In the Attachments detail (screenshot attached), I need to make the Category lookup field editable so users can select values from a lookup (selecting the category of the attached document). The rest of the fields (e.g., Name, Created On, File Size) should remain read-only.

 

It seems that the default setting for all fields in the attachment detail is read-only. Is it possible to override this for the Category field while keeping the rest of the fields read-only? There seems to be no option in page designer to make the detail/specific fields read-only - could this be done using code?

 

Thanks in advance!

 

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Hello,
Currently, it is impossible to edit any field in the attachment detail. Our R&D team knows about the issue and in the future, they plan to add this logic, but unfortunately, we cannot tell when it will be ready.

Dmytro Vovchenko,

Thanks for your response

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Hi

I need help from you please how can I upload any file inside Attachment file and store it inside SharePoint can you help me

Regards,

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Hi Muath,

You can use the following marketplace add-on:
https://marketplace.creatio.com/app/sharepoint-integration-creatio

If this connector is not sufficient, the only other option is custom development.

Have a great day!

the case is that i need to develop this without add-ons  from marketplace. can you provide any guidelines or article to help me

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Hi, Is there a way to add the attachments detail to a detail (not to a section)?

Thanks,

Chani

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Yes, you can add attachments to a detail. You'll need to manually create the objects (Create an object named UsrYourEntityFile - your detail object name followed by File, parent File, add lookup column for your entity), then add the Attachments detail to the detail screen.

Yes, you can add the attachments detail to a detail. You basically just need to manually create the object, named "UsrYourEntity"+"File (as in UsrYourEntityFile) with parent "File" and add lookup column to the detail object (example, add lookup for UsrYourEntity). Then add the attachments detail to the detail page.

Ryan

(Sorry for dupe reply - the first one didn't show right away so posted again, now won't let me delete the dupe)

Ryan Farley,

Thank you for answer. 

I tried this before, I created an object called UsrOrderContractFile, parent object = File and added a lookup for the OrderContract. I then added a detail based on the UsrOrderContractFile object to my detail and changed the parent object of the detail's record page to FileDetailV2, like I saw in this article. (Was this not needed?)

Anyways, it didn't work, and the result in the UI was like a regular detail and not the attachment UI. 

Any ideas what I didn wrong?

Thanks so much!

First, make sure it's FileDetailV2 that you're using (I think there are a few "file" or "attachment" details registered, so make sure it's that one).

I think, if I remember correctly, you also need to add this to the methods of the detail page it's on:

getFileEntitySchemaName: function() {
	return "UsrMyEntityNameFile";
}

Obviously, replace that with the actual file object name. 

Also, I've been able to add the FileDetailV2 directly to my pages without issue and all works. IIRC if I create my own that inherits from FileDetailV2 it doesn't get the CSS needed without adding the styling yourself.

Ryan

Ryan Farley,

I added the code you gave me and still not working. Anything else you cab think of?

Thanks,

Chani

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Hi everyone,

Is it possible to change the thumbnail image on the attachment grid to a custom image?


Regards,

Ramya

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Hello Ramya,

Unfortunately, it's impossible to change the image mentioned above.

We've registered the suggestion to the responsible R&D team.

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Hello, colleagues. After generating a report, it is necessary to attach it as a file to the record, in the Files and links detail. The application from "customerfx" is not suitable. Here, it is necessary to automatically select the report form by pressing one button, etc. 

I ask for your help. Perhaps there is somewhere to look at the code. Or you can point to an article in the Academy, or something else.
As a last resort, I will analyze the principle of operation of the application from Ryan (customerfx").
Thank you all.

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Best reply

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

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.

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I have added attachment section from mobile app wizard which shows uploaded images but I want user to be able to upload the images or docs from mobile app attachment section. How do I do that?

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Hi!

Basically, there is no way to display Attachments as a separate section. Please contact our support team at support@creatio.com to discuss this further. 

Best regards,
Anton
 

Hi Tony, I have just run into the same problem, needing to upload documents as part of our Order process... Did you have any luck with Creatio Support on this issue?

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