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Would I use a button in the report to direct to the page?
It would be much helpful to have a PDF file preview function, similar as print preview of PDF file . Thanks
I agree. This is a big limitation. Right now I am converting PDF's to JPG's but that is a manual process. Is this on the roadmap? Reason why this is not part of the platform?
Hello,
In regards to the above posts, we would like to let you know that we have taken up viewing the preview of the uploaded file in the report as feature request and forwarded it to our product experts in order to check on the possibilities of implementing the feature.
Regards,
Please follow the steps below to show the preview of the file uploaded 1)Create a new Dummy form (Dummy_Form) with two fields. This form is a dummy form for us to view a pdf with google docs, the online viewers. - File Upload - Decision Box 2) Now a default report for Dummy form will be created. Go the report( Dummy_Form_Report) and Publish it. This is to enable/allow access for google docs to the files that we need to preview. Please take a note of the Private key form the publish url. for example (private key xxxxxxxxxxxxxxxxxxxxxxx) 3) We have to create the url for the preview to load. go to edit of the application> workflow > functions> create a function> Code: void Viewer_for_all_reports(int recid, string file) { a = insert into Dummy_Form [ Added_User = zoho.loginuser File_upload = input.file Decision_box=true ]; openUrl(" http://docs.google.com/viewer?url=https://creatorexport.zoho.com/<app_owner>/<app_name>/Dummy_Form_Report/" + a + "/File_upload/download/" + input.file + "/<private key> ", "Popup window"); } 4) Configuring the custom action to see the preview of the image go to Required report > Report settings > Custom action > select function :Viewer_for_all_reports field ID- recid field File_Upload field - file
Hi Vignesh,
This function doesn't work because I can't even choose my File_upload field as a function parameter...
Please help!
Hi,
I want to find a similar workaround for Zoho CRM.
Is there a way to automatically upload a file to a web service and populate the file's URL to Zoho CRM?
The workflow would look like this:
1- User insert document in ZOHO CRM upload file field
2- Workflow -- Custom function trigger:
2.1- Fetch file
2.2 Upload to webservice by API
2.3 Fetch url/construct it, maybe using "https://docs.google.com/viewer?url="
2.4 Populate a URL zoho CRM field
3- Send template with URL field
How could I fetch a the file, upload to a webservice and construct the URL using Zoho CRM deluge? I know I could send the file to Zoho Creator, then do the above workaround, but what if I didn't want to use Zoho Creator?
Any ideas will be appreciated.
Thank you!