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2/23/2025 11:00:26 PM
slxdeveloper.com Community Forums
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Web Forums - SalesLogix Web Platform & Application Architect
Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (
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Thread: Link History Data to Attachment
DanielG
Posts: 12
Link History Data to Attachment
Posted: 29 Sep 08 4:58 AM
Hello,
i am quite new to SLX and the web interface... acutally I´m playing with the Appl Architect in order to adapt the web pages for our needs.
for example I found out how to edit the account details page... so far so good, but now I would like to edit the "attachments" tab:
I'd like to provide the users the possibility to associate/link a new attachment to one of the "Histroy" records.
First problem: I cannot find the "page" used to upload files where I would start making my changes...
Thanks for any hint!
regards,
Daniel
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Jeff Mackie
Posts: 3
Re: Link History Data to Attachment
Posted: 30 Sep 08 10:19 AM
Since you are using the web, I believe the new 7.5 version has this as an added new feature an would be the best way to go. I have made it available on my 7.2 Lan clients by adding an attachment lookup to the history details view. When completing the activity, I simply write the HistoryID into the selected Attachment record (restricted by account). Though this only allows an attachment to belong to a single history record at a time.
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