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How to Show Related Documents on an Opportunity Form RRS feed

  • Question

  • ?Hello,

    I am trying to create a section on the Opportunity form that shows all the Documents that have been associated with that Opportunity.  When I go to edit the Form though, I can't seem to add Documents to the Body, only the Navigation.

    Can anyone offer any help?

    Thank you.

    Nicole

    Thursday, May 22, 2014 6:01 PM

Answers

  • You can put an iframe on the form and set the src of the iframe to be the absolute URL (depending on how you have document management set up you may have to compose the URL) to the document location, I'm not near a computer right now but can post some sample code later if you need it...
    • Marked as answer by NSackin Wednesday, June 18, 2014 3:12 PM
    Saturday, June 14, 2014 1:53 PM

All replies

  • Are they being stored in sharepoint?
    Monday, June 2, 2014 9:04 AM
  • yes.
    Saturday, June 14, 2014 1:15 PM
  • You can put an iframe on the form and set the src of the iframe to be the absolute URL (depending on how you have document management set up you may have to compose the URL) to the document location, I'm not near a computer right now but can post some sample code later if you need it...
    • Marked as answer by NSackin Wednesday, June 18, 2014 3:12 PM
    Saturday, June 14, 2014 1:53 PM