attach a folder ( mulitple pictures/documents) to a customer

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trying to attach multiple documents and pictures to customers account. 

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Mark

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Posted 3 years ago

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Normally what you would do is to make a table called Customer Documents and have at least 2 fields for the Document Name (field type test)  and the file attachment (field type would be file attachment)

Then make a relationship where 1 Customer has many Customer Documents, and show the embedded report of Customer Documents on the Customer form.
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Becky

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I am trying to avoid long embedded reports using this method. Is there a way to put in a url link to an outside drive file folder that contains all of the documents?
I saved this help text that someone from QuickBase posted at one time.  You can give it a try.
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How do I create a hyperlink or URL field that opens a file on my internal network?

QuickBase lets you create URL fields that link to any location you want. You can link to any file on the Web or to a file on your organization's internal (local) network. You link to a local file using one of two field types:

* Regular URL field. If paths to each document will be very different, create a regular URL field that will be completed by users as they add each record.
 
* Formula - URL field. If the path to the server will remain the same and only the name of the file changes with each record, create a Formula - URL field. When you do so, QuickBase generates the URL automatically based on the file name a user enters.

NOTE: Links to local files work only in Internet Explorer. These links do NOT work in Firefox due to a security setting.


To link from a regular URL field:

Create a URL type field (to learn how, read: https://www.quickbase.com/help/adding_a_field.html) and add it to your table's form(s). Whenever you add or edit a record, type the path to the document in the URL field.

For example, say the path to your document is:

\\ny01\marketing\docs\pamphlet.pdf

Just enter that exact path in the URL field and click Save. When the record's in display mode, that path appears as a link. QuickBase automatically prepends the word "file:" to the URL, which designates the hyperlink as one that opens a destination file on the local network.


To link from a Formula - URL field:

If you store all your documents in the same place, you can save your users some work by using a Formula - URL field instead of a regular URL field. You enter the full folder (or directory) path in the field's properties and then ask your users to enter only the document name. QuickBase will put it all together and generate a proper hyperlink.

First, create a field to hold the file names and add it to your form(s). This can be a text type field. You and your users will use this field to enter the full name of the file you want to link to. When you enter the file name, you must include the file extension (.pdf, .doc, .html and so on) within the name in order for the URL to be complete.

Next, create a Formula - URL type field. After you create the field, click its name to open its properties page. Within the formula box, enter the formula that tells QuickBase how to compose the URL to link to local files.

For example, say the path to the folder containing your documents is:

\\ny01\marketing\docs\

and users will enter filenames in a field called "File Name"

Your formula should look like this:

"file:\\\\ny01\\marketing\\docs\\" & [File Name]

This formula tells QuickBase to take the text that appears between the double quotes (the start of your URL) and add whatever text appears in the File Name field to the end. But, where did those extra backslashes come from? The backslash is a special character in the QuickBase formula language. It tells QuickBase that the character following the backslash should be taken for its true value and not its value in the QuickBase formula language. For example, say you wanted your formula text field to actually include a double-quote character (which, in the formula language delimits the text of a literal). To do so, you'd precede it with a backslash, as in:  "The \" character is special." So, for each backslash that you want to actually appear in your URL, you must precede it with another backslash. In other words, double the backslashes--for each single backslash, type two.
Save changes to the field and test it. When you add a record, enter the file name and save. QuickBase then generates a URL that links to that file on your local network.
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Becky

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Thank you very much! Using the URL field worked in this case. However, it doesn't seem to be working for historical data. Is there a way to have it appear on entries that were there prior to the additional field?
There should be no difference between old and new records.  Is your file path hard coded or is every file potentially in a different file path.
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Becky

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It is a hard code file path that is in view only and a button. It takes them to a hard drive folder where the documents are housed. They will not be adding documents into the QB itself.
Is the file path a formula?  or is it being defaulted into a text field when the record is saved.
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Becky

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this is the path - Y:\Disease_Mgmt_Online\NCQA\QI6\2015\2016 Medicare Diabetes Elements
the field is just a URL, not a formula URL - it is a button link
I am not sure I totally understand your question
Is the URL field a data entry field or a formula URL field? If it is a data entry field with a default value, can you tell me the default value. If it's a formula field, can you tell me the formula?
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Becky

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It is a data entry field with this path - Y:\Disease_Mgmt_Online\NCQA\QI6\2015\2016 Medicare Diabetes Elements - it is view only
I tried it in a different TEST app and it works beautifully. I did not change anything in the app I want it to work it, but it only seems to work on new entries.
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Becky

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Actually, it is only working in new entries in my TEST app as well.
If that is working for you, try making a formula URL field with the formula

"Y:\Disease_Mgmt_Online\NCQA\QI6\2015\2016 Medicare Diabetes Elements"

you will ned the quotes

That way the formula will be in all the records.
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Becky

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Ok, now it is showing up in all records. But, it is not actually taking them to the folder when clicking on it.
Was the manual entry working for you?
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Becky

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It did yesterday, but not today. I don't believe I made any changes.
Did you read that article I posted?
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Becky

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Yes, but unfortunately, I am so new to QB that sometimes I don't quite understand the language used.
Are you using the IE Browser?
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Becky

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Yes
try this formula

"file:Y:\\Disease_Mgmt_Online\\NCQA\\QI6\\2015\\2016 Medicare Diabetes Elements"