Sample File Link on Detail Screen - Agent Performance Management

[AnjaniAL]

In the Import Format, we upload sample files, and a link is displayed. By clicking that link, the sample file data is visible in a new tab.

Can we configure a detail screen where we can upload a sample file and view its contents(just like in import format)?

[PhillipButts38]

Hi, Im not following. What is the purpose of importing a file if not for using an import format?

[AnjaniAL]

I want to add a sample file to a detail screen as a link that opens in the new tab when clicked.

[PhillipButts38]

Which detail screen? So detail screens are at. a record level, so if you add a sample file to a detail screen it would be for a specific broker/customer etc.

[AnjaniAL]

Not specific to a broker/customer. I want the sample file be added to the form so that it's visible in every record. I did not see any option to add a link in customised forms so was looking for alternatives.

[PhillipButts38 · Accepted solution]

You can use a report form (Static content) to have the form available on the menu for certain users and use  a field default on broker.comment with a message directing users to the sample file on the menu if that helps.

Just need to make sure the field default is only on record creation isInsert == true so the field default doesnt keep adding to the Existing Comments.

[AnjaniAL · Accepted solution]

Thank you for your answer. I will try this approach.