Create new document in Contacts (detail) multi attachment field

[dolezalll]

Hey everyone,

I'm working on a custom field in EspoCRM for attaching multiple files, but I need to add an option to create a new document directly in the attachment field (instead of just selecting from the existing documents in the entity). Specifically, it's for my Faktury (Invoice) field, where I'd like to give users the ability to either upload a file or create a new document on the spot.

Does anyone know how to modify the multiple attachment field to include an option for creating a new document? Ideally, I'd want this to be done via a button or link that opens a document creation form, and once the document is created, it would automatically attach to the contact.

I'm looking to easiest implementation, so any guidance on how to structure this would be much appreciated!

Thanks in advance!

[lazovic]

Hi dolezalll,

If you have Advanced Pack extension installed in your EspoCRM instance, you can try using workflow to automatically create a document after it is loaded into a certain field.

If you are interested in such an implementation option, I can describe it in more detail for you.

[dolezalll]

Hi dolezalll,

If you have Advanced Pack extension installed in your EspoCRM instance, you can try using workflow to automatically create a document after it is loaded into a certain field.

If you are interested in such an implementation option, I can describe it in more detail for you.

Yeah, thak you for your tips, but for me i need only renaming the uploaded files. (before upload or after upload) in this field of attachmens.

[lazovic]

In this case, you will have to work with the EspoCRM code so that when you upload files, a window for creating or editing a document or file opens.

[dolezalll]

Yeah, thak you for your tips, but for me i need only renaming the uploaded files. (before upload or after upload) in this field of attachmens.

You mean using formula or editing the whole codebase? Thank you

[lazovic]

dolezalll,

A regular formula script won't help in this case. You need to at least add files on the frontend side to open the window: https://docs.espocrm.com/development/#frontend.