I have created an app that tracks projects during their life cycle. Throughout the process numerous documents need to be uploaded and attached to the project. The issue is that sometimes this can be hundreds of documents for a single project. Is there a way so that the document library has folders which would allow users to then put the "pictures" in the "pictures" folder etc. They would also need to be able to then download individual "pictures." Our app is connected with the Amazon plug in if that makes a difference.
You could also have an embedded report summarized by Type and the user could drill into any Type they wanted. You can choose to call your Type field actually "Folder", so that users think that they are filed in folders if that is what they are used to.
Think of the Type (or "folder") as your virtual folders.
- if you have a field on the documents table that has the type make note of the field id of that field and you will use it as a parameter in the formula url field that executes our add-on. That field should be a multiple choice text field
- if you don't have a type field on the documents table then you can create one
- in the formula url field add the following lines to the formula code
xx should be the field id of the field that is the type field I mentioned above
Contract is a default value, this is optional but it assumes "Contract" is a value in your text multiple choice field on the documents table
here is a link to our demo app that shows how this works: https://juicedtech.quickbase.com/db/bg5vsmsdc?a=dr&r=c&rl=d5
The Document Type field is on the Project Documents table and that is shown in the popup window when clicking the upload button on the "Upload with Text" or "Upload with Defaulted Text"
demo app screenshot#1
our add-on popup window showing the type drop down