Version: eXtendFiles 1.7.0 and above
Audience: Administrator
Overview
eXtendFiles can automatically generate Multi-Approval and Public Upload URLs based on the file type uploaded to specific record types.
For example, if you configure Multi-Approval and Public Upload URLs to be generated on Sales Orders when an eXtendFile with the file type "Production Proof" is uploaded, then when such a file is uploaded to a Sales Order record, the Multi-Approval and Public Upload URLs will be automatically generated on that record.
Prerequisites
Before you begin, ensure you have a copy of the eXtendFiles bundled workflow: "eXtendFiles Public & Approval URL Gen[B]".
- Go to Customization → Workflow → Workflows.
- Locate the workflow named "eXtendFiles Public & Approval URL Gen[B]":
- Copy the workflow, rename it by removing the suffix [B] and adding [L]. This naming is used as an indication that the workflow is the live version instead of the included bundled version. Set the new workflow as Released.
- Ensure the status of the bundled version "eXtendFiles Public & Approval URL Gen[B]" is set to Suspended.
Configuration Steps
To configure the URL generation, follow these steps:
- Access the eXtendFiles Configuration page at eXtendTech → eXtendFiles → eXtendFiles Configuration.
- Open the Autogenerate URLs section
- Set the File Type Field to "eXtendFiles - File Type (Custom)".
- The table will display the record types where multi-approval or public uploads have been enabled. Click in the table and then click "Add" to configure a new row.
- Select the Record Type where you want to apply the rule.
- In File Type, select the file type value that should trigger the URL generation.
- Enable 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. - Enable 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. - Repeat steps 4 - 8 to apply the rules to additional record types.
- Click Save.