Version: eXtendFiles 1.6.5 and above
Audience: Administrator

Overview

With eXtendFiles, you can use the File Picker to visually pick and associate an existing eXtendFile's URL to a transaction body field on your Opportunity, Estimate (Quote), Sales Order, or Purchase Order.

Additionally, when using the Attach eXtendFiles feature, you can visually pick eXtendFiles linked to the entity record of your current transaction to associate it with the current transaction.

Prerequisites

  • For the transaction records where you plan to deploy the File Picker, you need to create a hyperlink field to use with the File Picker.
    • For eXtendOrders customers: The "eXtend - Original Artwork Link" field is available for use.
    • For customers without eXtendOrders: You will need to create a transaction body field of the "Hyperlink" type for use.

Configuration

  1. Go to eXtendTech→ eXtendFiles → Setup.
  2. Select the File Picker subtab on the main eXtendFile Setup page.
  3. In the Basic File Picker Configuration sublist, configure the information below. Note: Depending on your NetSuite environment, you might need to select different field values.
    1. FILE PICKER SAVED SEARCH ID
      Enter an eXtendFiles-based saved search ID that defines which files to include or exclude. See Configure eXtendFiles File Picker to Show Filtered Files from a Saved Search for more information on configuring this field.
    2. FILE PICKER FIELD
      Specify an eXtendFiles record field reference on your transaction for the field that will be used to record the selected file from the File Picker. This field must be a list field referencing the eXtendFiles custom record type.

      Example: eXtendFile Record.
    3. EXTENDFILE URL
      Specify the field where the eXtendFiles URL will be saved after an eXtendFiles record has been selected in the File Picker. The field should be either a hyperlink field or a free-form text field.
    4. EXTENDFILE FILE URL
      Specify the eXtendFiles URL field, which will be used to set the eXtendFile URL field above.
      1. To set the original file link, use the field custrecord_extfile_link.
      2. To set the URL link to the preview image, use the field custrecord_extend_preview_image.
      3. If this link will be shared with external parties, ensure the field used is publicly accessible.
    5. FILE PICKER TRANSACTION TYPES
      Specify the transaction type(s) on which you want to enable the File Picker feature. If a value is selected in this field, then the other File Picker configuration fields must be configured before you can save the eXtendFiles Setup page.
  4. Navigate to the File Picker Hover Columns Configuration subtab. This section allows you to specify which field values will be shown within the File Picker when previewing files. See Configuring File Picker Hover Columns for information on the use and configuration of this feature.
  5. The final step is to configure your custom forms to show the File Picker buttons. To do this, customize your File Picker-enabled custom transaction forms and show the fields below on the form.
    1. Files File Picker {custbody_extend_file_picker}
    2. Files Multiple File Picker {custbody_extend_multiple_file_picker}

Additional Information

If you're using eXtendOrders 2.0,  see these additional articles for more information on integrating the eXtendFiles File Picker with eXtendOrders.