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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?

 

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?

 


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)


Thanks! Good to know.