Attachment categorization
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02-27-2024 09:33 AM
Hi all,
We have this custom requirement to categorized an attachment. To put a "label" on it, like "Type a" or "Type b" ..
Is there a way to categorized an attachment when you upload on task in backend (no portal )?
Anyone had some advices on it?
thank you in advanced
regards
NT
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02-27-2024 09:51 AM
Hi @Nicola Tomasell ,
Issue with categorisation of attachment is due to the fact that any attachment is refereed against a record and there is no out of the box mechanism to segregate attachments within a record. The best possible or only solution is to add a suffix or prefix to the attachment name to categorise it accordingly.
Please refer to below thread:
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Thanks & Regards,
Sumanth Meda