When a file is output, it can be attached to a record and saved in Salesforce as a File object (File) or Memo and Attachment (Attachment) record.
Saving Files from the Custom Button
When creating the custom button, use the link for saving the file in the OFC_Template record in the URL of the custom button. Please refer to Custom Button Creation for the steps to create a custom button.
Link URL for Custom Button
- Custom Button URL (Save as File) ・・・ Attach to record and save in File object.
- Custom Button URL (Save as Attachment) ・・・ Attach to a record and save in Memo and Attachment object
Custom Button Setting Screen
Saving Files from the Lightning Component Button
When creating the Lightning component button, set the "(Button XX) Save" property of the ofcForRecordPage component to "file" or "att". For instructions on creating a Lightning component button, please refer to Creating a Button in the Lightning Component.
"(Button XX) Save" property
- file ・・・ Attach to record and save in File object.
- att ・・・ Attach to a record and save in Memo and Attachment object
File Access to Linked Record
Set access permissions for the file (File object) attached to the record, enter the " (Optional) Save as File" section of the OFC_Template record.
File Access to Linked Record: Select "Viewer" or "Set by Record". The default is "Viewer".
- Viewer
Users with read-only record access get viewer access to the files attached to the record.
- Set by Record
Users with read/write access to a record get collaborator access to the files attached to the record.
