Question

Option to select documents in Attachment panel

  • 18 May 2021
  • 3 replies
  • 229 views

Userlevel 2
Badge +2

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

Userlevel 7
Badge +30

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?

 

Userlevel 2
Badge +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)

Userlevel 7
Badge +30

Thanks! Good to know.