displaying a file from one upload field to another upload field on Level 2
We want to display a file from one upload field on a Level 2 activity as a display field on a different Level 2 activity. We are able to do this with a display field of a Level 1 upload field on a Level 2 activity.
For example, we have a field where we upload our signed agreement in the Agreement activity. When we need to do an amendment, we would like to have that signed agreement document accessible as a display field on the Amendment activity as a reference document.
Pippa McNeil
shared this idea
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
If you want to display the same files on multiple L2s, you can post the file on L1. Does this approach support your use case? If not, please elaborate.
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Pippa McNeil
commented
Our customer service rep showed us that we can use list syntax to display an L2 file on a different L2 activity. This will be better for us because we do not need the agreement on L1, and we do not want the finance team access L1, only the financial pieces on the L2 activities that are their responsibility.
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Pippa McNeil
commented
The support team suggested I add this to the Idea Lab because we do not want to have the file on L1. However, our customer success representative has since shown us how to use list syntax to display a file from one L2 activity to a different L2 activity so we have what we need. Thank you.