Attach Multiple Files to Item Records

Scenario

Ability to associate or attach multiple files into an Item Record.

Solution

User can create a custom record that will store the files and associate it with the Item Records.

1. Create a Custom Record via Customization List, Records & Fields > Record Types > New

  • Set Name: to Files On Item
  • Uncheck Include Name Field
  • Check Show Creation Date On Record and On List
  • Check Allow Quick Add and Enable System Notes
  • Check Allow UI Access
  • Click Save 

2. Click on New Field

  • Set Label:to File Attached
  • Store Value: Enter Checkmark
  • Type Field:Set Document
  • Click Save

3. Click on New Field

  • Set Label:to Item Parent
  • Type Field: Set List/Record
  • List/Record Field: Set Item
  • Store Value: Enter Checkmark
  • Record is Parent: Enter Checkmark
  • Click Save


This will create a subtab on the Custom subtab of the Item Record that will allow user to attach several files.

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