Overview

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

1. Go to Customization → Workflow → Workflows.
   
2. Locate the workflow named "eXtendFiles Public & Approval URL Gen[B]":
   
   
   
3. 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.
   

   
   

   
   
4. Ensure the status of the bundled version "eXtendFiles Public & Approval URL Gen[B]" is set to Suspended.
   

Configuration Steps

1. Access the eXtendFiles Configuration page at eXtendTech → eXtendFiles → eXtendFiles Configuration.
   
2. Open the Autogenerate URLs section
   

   
   
3. Set the File Type Field to "eXtendFiles - File Type (Custom)".
   
4. 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.
   

   
   
5. Select the Record Type where you want to apply the rule.
   
6. In File Type, select the file type value that should trigger the URL generation.
   
7. 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.
8. 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.
9. Repeat steps 4 - 8 to apply the rules to additional record types.
   

   
   
10. Click Save.