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Add attach file icon in when creating a record RRS feed

  • Question

  • how to to file attachments when creating a record.

    The user does not want to save it and then attach the file, they want to attach file thru the attach icon (papaer clip) when creating a record.

    Friday, April 15, 2011 5:49 PM

All replies

  • Its kind of weird request because if a user is not intending to create a record then what's the point in attaching a file to it in the first step. If record is meant to be created then file can be attached to it later on.  Attachment facility will only be enabled after a record is created. One can easily show a small custom attachment window when a user will click 'New' for record creation.  The only problem is how to tell CRM which record this attachement should be linked to as record still needs to be created.

    If problem is that users forget to attach a file and attachment is must for that record then you can make it compulsory to attach a file on record close after saving. You can show a little pop-up alert using JScript to a user that attachment must be filled before closing this record and cancel the close operation of user.

     


    Regards, Imran Abbasi
    Friday, April 15, 2011 9:30 PM