Deliverables
Client needs a field on Bill that holds link for each attached documents of that bill
Solution
As a solution, we could create a new Field Attachment Links which is a Rich Text field. We could use a Saved search for setting Dynamic default value for that field. The saved search will list all the documents URL attached on all the bills.
Steps:
- Customization> List, Records & Fields > Transaction Body Fields
- On the page, Provide Field Name as Attachment Links and id
- Select the Type as Rich Text
- On the Validation & Defaulting tab, click Search list and select the Saved search created that list all the documents URL attached on all the bills
- Save the field
Known Issues/ Risks
- When a document is attached in the bill in View mode, the user needs to refresh the page to view the changes in the form
- The field will be a Read-only field and it can only be used for display purposes only
- The field will list all types of documents attached to the particular bill. There won’t be any filtration regarding the file type
- Character limit might occur based on the length of the link in the field