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Question

Option to select documents in Attachment panel

  • May 18, 2021
  • 3 replies
  • 283 views

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Hi,

This is related to a prospect customization in Aurena App10 (UPD9):

One of our Customers has a requirement to select documents form the attachment panel in a new customized window. In order to enable the selection of documents, it is expected to introduce a toggle or a select option to the card view of documents.

Can anyone please comment on the feasibility to implement this functionality or share any of your experience related to this?

 

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3 replies

Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • May 18, 2021

You will not be able to do this in the attachments section on Apps 10. Instead, add a button to show all the attached documents in a new list/overview page and have the user work with them there.

What is the real/full requirement here?

 


Forum|alt.badge.img+2

You will not be able to do this in the attachments section on Apps 10. Instead, add a button to show all the attached documents in a new list/overview page and have the user work with them there.

What is the real/full requirement here?

 

Here, requirement is to convert the selected documents into pdf and send them to Outlook email through integration (Outlook synchronization will be done by a third party)


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • May 19, 2021

Thanks! Good to know.