Hi, Any help or documentation on how to add a documentent to a record using a bean?
I have a custom entry point that creates pdfs (inovices) on to the server, I would like to attach these to the corrisponding accounts.
Regards
Hi, Any help or documentation on how to add a documentent to a record using a bean?
I have a custom entry point that creates pdfs (inovices) on to the server, I would like to attach these to the corrisponding accounts.
Regards
First you can read these to understand the underlying implementation:
https://pgorod.github.io/How-Documents-Stored/
But you might prefer a simpler record type, like Notes:
https://pgorod.github.io/Concepts-Docs-Attach-Notes/
https://pgorod.github.io/How-Attachments-Stored/
For your code, you just create (for example) the Note bean, with the original file name saved in a field, and then copy the file into the “upload” folder, with the bean’s id as the new name.