Version: eXtendFiles 1.6.5 and above
Audience: Administrator

Introduction

eXtendFiles allows for the automatic generation of Multi-Approval and Public Upload URLs on record types where these features are enabled. This is based on the file type of the file that is uploaded to the record.

For example, if you configure Multi-Approval and Public Upload URLs to be generated on Sales Order records when a file with the file type of "Production Proof" is uploaded, then if a file with that type is uploaded to a Sales Order record, the Multi-Approval and Public Upload URLs will be automatically generated on that record.

Before You Begin

Make a copy of the eXtendFiles bundled workflow: "eXtendFiles Public & Approval URL Gen[B]".
  1. Go to Customization → Workflow → Workflows.
  2. Find the workflow named eXtendFiles Public & Approval URL Gen[B].
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  3. Copy the workflow, remove the suffix [B], and add a new suffix as [L]. [B] indicates that the workflow was the bundle-version, and [L] indicates that the workflow is live. Set the new workflow as Released.


  4. Make sure to mark eXtendFiles Public & Approval URL Gen[B] workflow's status as Suspended if not already done.

Configuration Details

Access the eXtendFiles List Suitelet by opening the script deployment called eXtendFiles URL Configuration Solid.

Alternatively, you can navigate to this script deployment from eXtendTech → eXtendFiles → eXtendFiles URL Configuration if this center link has been added to your account.

  1. A page for selecting the file type field will appear as shown below.
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  2. Set the File Type Field Id to eXtendFiles - File Type (Custom).

  3. Once you make the selection, the table will show the record types where multi-approval or public uploads have been enabled.

  4. Select the record type on which you want to apply the rule.

  5. In the File Type field, select the file type value that should trigger the URL generation.

  6. Check the checkbox Generate Approval URL? to apply the rule for approval URL generation.

    Note:     This field will be disabled if the Multi-Approval feature is not enabled on the selected record type.

  7. Check the checkbox Generate Public Upload URL? to apply the rule for pubic upload URL generation.

    Note:     This field will be disabled if the Public Upload feature is not enabled on the selected record type.

  8. Repeat steps 4 - 7 to apply the rules to additional record types.

  9. Click "Submit" to save your settings.
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