Document fields

Learn to define documents fields.

Document fields can be defined:

  • in the data model ("Document" property checked, see Data Model in the CRM.Core Administrator Guide)
  • by setting the Document field attribute for any text field, see Document.

In New and Edit mode a record selector icon is displayed next to the field. Clicking on it displays the M_SelectDocument context menu which contains options for selecting an existing or uploading a new document or image, see M_SelectDocument.

Users need Update rights for D1 (and D2) for the record selector icon to be displayed, see Access Rights. When uploading a new document, it is created in D1 and linked to its parent via D3.

In View mode a link to the document is displayed.

For image files you can use the Image field attribute to display a preview of the image instead. The maximum image size is 2048x2048px. For further details, see Image.

In lists, document fields display the document's key instead of its title except D3 lists.

To display the titles of the D3 SubList entries as links, check the Extended Options attribute and define UseRootRecord=true. For further details, see Extended Options.