how to use Document Management lists
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08-19-2025 10:12 PM
The “Document Management lists” section states, “Then when you reference this list to a target record, all the template documents under the list are created and linked to the target record.” How can I verify this?
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08-20-2025 04:22 PM
Hi @html5lv2stu.
Do you can talk more about this case?
I dont understand your case, if can you share prints be cool.
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08-20-2025 05:32 PM
Hi @Natan F Rosa.
Based on what I read in the documentation, I understood that adding a reference field to the list and referencing any list record would automatically create a document record that was not linked to a version record.
However, no document records were created.
Do I need to prepare a script using the API for the process of automatically creating records?
I want to add a reference field to the list in the document table and use the list table as a document folder, so if it is automatically created by OOTB, I would like to deactivate that function.
