Version:
  • eXtendOrders 2.0.0.2 and above
  • eXtendFiles 1.7.0 and above
Audience: Administrator

Overview

When you have both eXtendOrders 2.0 and eXtendFiles installed, you can use the "File Picker" feature within eXtendOrders. The File Picker is an interface that allows you to create a new file or select an existing file using eXtendFiles.

eXtendOrders Configuration

File Picker Button Label

eXtendOrders allows configuration of the File Picker's field label within the eXtendOrders Configurator.
  1. Go to eXtendTech → eXtendOrders → Setup.
  2. On the Item Picker subtab, enter your desired field label in the "FILE PICKER BUTTON LABEL" field.
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Additional Field Value

eXtendOrders allows configuring additional field values set be set on files which are created with the File Picker within the eXtendOrders Configurator.
  1. Go to eXtendTech → eXtendOrders → Setup.
  2. On the Item Picker subtab, enter your desired configuration in the "EXTENDFILES ADDITIONAL URL PARAM" field. Specify the field value configuration in the following format: {field ID}={value}.
    1. By default, &custrecord_extfile_type_custlist=2 is specified. This sets the eXtendFiles File Type for uploaded files to "Original Artwork". "2" is the internal id for the "Original Artwork" list value in the custrecord_extfile_type_custlist

eXtendFiles Configuration

Script Deployments

The following script deployment needs to be created to utilize the File Picker.

  1. File and view the "eXtendFiles Suitelet" script.
  2. If the following deployment does not already exist for the script, deploy it based on the details below.
Name: eXtendFiles Upload Modal 
ID: customdeploy_extend_files_upload_modal

Parameters: 
  • EXTENDTECH FILES SUITLET DEPLOYMENT: Specify value as "uploadframe".
  • EXTENDFILES SSO ID: customsso_extend_files_sso_prod
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Setup Configuration

To configure how the eXtendFiles record interacts with eXtendOrders, define the behavior on the eXtendFiles Setup page.
  1. Go to eXtendTech → eXtendFiles → Configuration.
  2. Select File Picker in the left hand navigation column.
  3. Define the following fields:
    1. Picked File 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. We recommend using the built-in "Files Records" field. This field must be a list field referencing the eXtendFiles custom record type.
    2. Filter Search Name
      Enter an eXtendFiles-based saved search ID that defines which files to include or exclude. For example, if you have a mix of artwork files and invoice files, you may only want to show artwork files. See Configure eXtendFiles File Picker to Show Filtered Files from a Saved Search for more information on configuring this field.
    3. eXtendFile URL
      Specify the field where the eXtendFiles URL will be saved after an eXtendFiles record has been selected in the File Picker. We recommend using the built-in "eXtend - Original Artwork Link" field. 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. To set the original file link, use the field custrecord_extfile_link. To set the URL link to the preview image, use the field custrecord_extend_preview_image.
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Note: If you are using a storage type in eXtendFiles which does not make files publicly available for access, additional configuration is required to create signed links. See Generating eXtendFiles Signed Link/URL via Workflow for more information on signed link generation.

Transaction Form Configuration

On the eXtendOrders-enabled transaction forms, make sure that the File Picker field is visible on the form. See File Picker Missing from eXtendOrders Decoration Configuration for more information.