how to create metadata for attachments?
Hi, I am adding several attachments to an object but would like to store the type of the attachment as well (eg. contract/ invoice/ etc) I don’t want to create a separate object for it. Is this possible?
4 Replies
Anybody?
Hi @arnavsaxena, this is a question we have been wondering about for sometimes. It's still TBD on the product side but here is what we plan to do:
- introduce a FILE field type to store files
- leverage this FILE field type on the Attachment standard object
You will be free to create your own custom object "Invoice" or even "CustomFile" with your custom fields (fileType SELECT, and file FILE) to store them
In the meantime, we don't have this FILE field type and the Attachment standard object is the only way to store files. So what you can do is to create your own custom object "CustomFile" that will automatically come with a relation to Attachment Standard object.
How:
- create: "CustomFile" custom object
- add a "type" SELECT field (INVOICE / CONTRACT
- create a one to many relation between CustomFile and your other object (Company for example)
This way you'll be able to create a "CustomFile" whenever you want to upload something; assign it to your Company and upload an attachment on it
Got it
Thanks so much, this approach would possibly help with versioning of the files as well
you are welcome!