File Upload (or another control) to show and give access to documents from another AgilePoint process.
Hi, I have NX 6.0. I have a separate Process where I allow the user to query database records and the form displays data for one record. The records have "attachments" that were captured from the original process where the record was created. The documents are stored in a SharePoint library. Each record ID is in a separate folder within the library.
I'd like to display the documents or link to them so that the user can view/download them via the query process.
I have the file upload control on the query form similar to how it was on the forms in the creation process. If I allow the user to upload further documents, this works - they do save to the correct folder in the library. However, I really want to display the already existing documents to the user (like how they were displayed in the original creation process). But they don't show in the control - see below.
For this screenshot, I just added one document (Pete.jpg). The other 2 (SharePoint library showing in bottom part of screenshot) were already existing. In the creation process, you would see all 3 documents showing in the file upload control (even if some of them were added previously be another user).
Thoughts as to if this is doable with this control or another one?
Minimally, I can put a hyperlink on the form to the SharePoint library, but then the user has to find the folder that they want. If I could make a dynamic hyperlink to open the applicable folder that would be fine, but I don't see a way to build that out since SharePoint uses guids for the folder part of the path.
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When I did something similar I used the form ID (in your case try the RFQ#) to be the folder in the SharePoint list that I was placing the document attachments in. This allow uniqueness and lookup. also the user has the ability to view the library and the form id makes sense to them.
Phread
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Thanks Phread. I have that set up now. Rather than the user having to go to SharePoint and find the applicable folder, I'd prefer it to be more user friendly and have the user be able to access the documents directly from the AgilePoint form (either displayed similarly to the file upload control, or a hyperlink directly into that folder.
The folder names are the RFQ IDs, but there will be 100's created probably this year alone. So if I can only give them a link to the library, then they will have to page through the library a lot to find the folder that they will need.
gwen
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If the folder names are the RFQ ID and you know that you should be able to create the link to that folder.
I create a field that is hidden on the form that I build with an Update Process action with the url in it after the initial create task.
Then display a link on the form to that value. (that way they don't have to see the whole long url, just the "See Files Here").
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