Is this possible? Scenario: An object contains two fields (e.g. check name (text) and check form (file upload) The check form field has an uploaded documents The objects contains 10 records. Process: - User can multi-select records in one object, through a list View - User clicks on something (e.g. command button, link) - System retrieves the check forms attached to the selected records - User can opt to view (or print) the retrieved check forms, either as separate files, or one single (long file)
Hi Simone,
This is not possible with File Upload fields because we cannot combine multiple files into a single resulting file because they can be anything: PDF, Word, Image, Excel, etc.
Also, we cannot open popups for each attachment in this case because user may have selected hundreds or even thousands of records, which would cause a problem.
However, you can do this with Document Template field instead of a File Upload field. If you have a Document Template field that represents the check form with merge fields in it, you can then create a Workflow Action of type "Template Document". Make sure to mark this workflow action as a "Group Action". Then when you go to a list of your records, you can select multiple records and click on that group action -- this will generate a single document that combines a document template for each selected record, and it will open the resulting document in a new window for you to view, print, save, etc.
Hope this helps,
Matt
You also can use "Compare" feature from "More Actions" dropdown.
Would it be possible if all attachments were pdfs? Is it possible to batch pdf documents and merge them into 1 pdf? Would be a great feature to sell to any user who needs a more robust document management system. Great for insurance and mortgages.
It is possible with Word documents but not possible with PDF (we do not do any PDF processing on the backend)