Hi folks,

This month we will teach you how to preview a report file before sending it to someone or sending it for approval. While viewing reports in Zoho Creator, users cannot access or preview files uploaded through the File Upload field without downloading them. 

In this tip, we'll show you a way to do this.

Use case:

Let's use the example of Candidates applying for a job, where candidates have to fill in their details using the Job Application form. Their information will be displayed on the Candidates Details report, a list report with a button on every record. The admin can use these buttons to preview resumes without downloading them.

Application flow:

 

1. Candidates enter their information using the Job Application form.

2.  Whenever the admin accesses the Candidates Details report, they can preview all the submitted resumes with the click of a button.

Requirements:

1. A Job Application form with fields Name, DOB, Contact Number, and Resume (File Upload field)
   
2. A Stateless form (Please refer to the help article here to learn how to create a stateless form.)
   
3. A Candidates Details report to view all the candidate information
   
4. Custom action buttons to preview the resumes
   

Step 2: Create the stateless form with the following fields:

• Parent Record ID:  Number Field  
  

• Notes: Add Notes Field
  

1. Edit the application.
   

1. Access the Candidate Details Report.
   

1. Click Edit this application.
   

1. Click Configure Fields for Web.
   

1. Click Add Fields, then select Add New Button.
   

1. Void preview_function(int id1)
   

1. {
   

1. openUrl("#Form:<Stateless_Form>?<Number>=" + input.id1,"popup window");
   

1. }
   

1. Hide <Number>; 
   

1. fetch_file = <Form>[ID == input.<Number>].<File>.content;
   

1. Input.<Notes_Field> = fetch_file;
   

1. openUrl("#script:window:close,"same window");