This article will explain how to add the Document option to a page on the Form Groups Tab on the Edit Service Order Processing window in V19.
1. Window Name - Edit Service Order Processing Configuration > Form Groups Tab
In the white space right click and from the menu options select Add Document
Add Documents – enables the on line user to upload documents.
2. Window Name - Add Document Group
Page – select from drop down
Description – The heading that does not appear on your form page
Default Document Title – will appear on the form page
Caption – free type field for any additional information you want to appear.
Document Category – If you have predefined category set up in the system you can select it
Accepted Document Classes – select one or multiple options from the drop down. This will restrict the type of document that an on line user can upload.
Multiple Documents Allowed – tick this box if you want to activate this option
Required – if you tick this box then the user will be forced to complete this step before submitting.
Maximum Document Size - you can control the maximum size of the document.
Comments
6 comments
I am currently looking at document uploading for SOP but I want the upload to be required if specific items are ordered. I have been looking round the system and note that you can define file upload document classes (Word, Adobe, Excel etc.) against resource items
and in price lists you have checkboxes against items for 'allow file upload' and 'file upload required'.
I have configured these and tested in SOP but the buyer is allowed to purchase the item without uploading the file. Am I misunderstanding the use of these fields? I anticipated that as I had checked 'File upload required' against the price list item that the buyer would be prompted to upload a file on placing the order had they not done so.
PS: The SOP is configured to allow file upload
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On a different point, where do the uploaded documents sit? (I have completed the action but cannot find the result, even using Common Functions/Find Document).
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Where are you looking Alex? Is the file uploaded against an order item?
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I have looked in the Folder of the order, the Folder of the event, etc. I don't know where else it might be....
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I have informed Alex that Document Control needs to be enable to upload documents. Can someone confirm that this is correct?
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I think you are right.
We now have document control which we turned on when we went to V20, from memory this was required by V20.
When we were in V19 and earlier we did not have document control and were able to upload.
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