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Add a files attachment field on summary area

  • May 9, 2023
  • 2 replies
  • 164 views

Michael Ndungi
Varsity I
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Hello everyone,
I need to add the files field on the summary area as specified below. Kindly assist.

Any kind of response will be highly appreciated.
Thank you 

Best answer by meganfriesen37

You do have the ability to add files at the document header level under “Files”  If you have attached files, the number of files will appear in parenthesis in the header and also as the yellow paperclip icon on any generic inquiries for this item.
 

 

2 replies

darylbowman
Captain II
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The problem with this request is that the files / notes you are referencing is specific to each row in the Details tab. If you had ten rows, what would you display in the header?

Aside from that, I also wouldn’t know how to accomplish this. You could probably display a count of the files from Details, but even so, it wouldn’t provide the same functionality.

Maybe you could describe the situation that calls for this customization.


meganfriesen37
Captain II
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You do have the ability to add files at the document header level under “Files”  If you have attached files, the number of files will appear in parenthesis in the header and also as the yellow paperclip icon on any generic inquiries for this item.