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When a user is filling out a new record, can they download an attachment from the record?

  • 1.  When a user is filling out a new record, can they download an attachment from the record?

    Posted 09-18-2017 17:04

    Hello,

    I am new to QB and am developing an app for the first time - this is probably a very basic question regarding attachments and documents, but I haven't had great success in tracking down the answer. I want users to be able to:

    (1) click button to create a new record

    (2) either within the record or somewhere else obvious, there needs to be a button or link for the user to download a specific excel workbook which is a blank template they will need to fill out.

    (3) after downloading the template workbook, they fill it out and then upload it to the record (this part is clear - I have already created an attachment field which they can use to attach the completed workbook). 

    (4) save/submit the record with the completed document attached.

    Thanks,

    Jenny



  • 2.  RE: When a user is filling out a new record, can they download an attachment from the record?

    Top
    Contributor
    Posted 09-18-2017 17:25
    You'll need to have that document already uploaded somewhere - either within your application or another cloud location that your users can access - and then include a link on your form to that document. The link can be as simple as a Text element where you type in the link or you can setup a formula that would use the link. 


  • 3.  RE: When a user is filling out a new record, can they download an attachment from the record?

    Posted 09-18-2017 17:46

    Thanks, Blake.

    I'm very beginner here...Can you please walk through uploading a doc within an application and linking back to the file? That would be the best option for us.

    I've tried uploading it as an attachment to a report, then creating a field that includes a link to it. The link didn't successfully connect to the document, and not sure how to fix that.  




  • 4.  RE: When a user is filling out a new record, can they download an attachment from the record?

    Posted 09-18-2017 18:08
    If you have a std document in your same app, perhaps in a table called Standard Documents, you can make a link to that document on records in another table.

    The field type would be formula URL and the formula would be 

    URLRoot() & "up/" & [_DBID_DOCUMENTS] & "/a/r10" &  "/e11/v0"


    In the example above, the reference to the table name comes off the Advanced Properties of the the  table with the Std Documents.

    The e11 means that the field on that table which is holding the std document is Field ID# 11.  You would need to change that 11 to your own field ID.

    The r10 means that the record ID# of the record with the Std Document is Record ID# 10.  You would need to change that too.


  • 5.  RE: When a user is filling out a new record, can they download an attachment from the record?

    Posted 09-18-2017 22:31

    Thank you - worked perfectly!