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MDubuc
Member

Attachment in record view ?

Dear community, 

We use attachments to store relevant deal info (signed docs etc.)

I can't figure out a way to see those attachments outside of the "right panel view", I was trying to get a card with attachment in the "view record page"

Anyone has a solution for that ? Thanks++

3 Replies 3
Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Attachment in record view ?

Hey @MDubuc 

so for the moment there is no native way of doing this.

With custom card you can create a card in the right column that can display the document.

But if you have a lot of documents maybe you can think about a list of links to them?

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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0 Upvotes
BCondon7
Contributor | Platinum Partner
Contributor | Platinum Partner

Attachment in record view ?

Hi @MDubuc , 

 

I'm happy to add my two cents here.

 

Unfortunately, there isn't a great way of visualising the attachments outside of the right hand column in records.

 

I did a bit of digging and there is a property that exists which gives you an attached file ID. However, unless you have a method of translating the file ID into something more tangible, I'm not really sure what it could be used for. Perhaps, you could use the unique file ID to trigger a workflow that would populate another property with a certain value or with a specific naming convention and that way, you could at least use this as a data source in a report. As it stands, with only the attached file ID, you'd be left with a report like this one:

 

Attached file ID.png

 

The other option, which might make things a little easier for you going forward, would be to use the Documents tool which offers a little more flexibility, but it all depends on what you're looking to do.

 

I hope this helps!

Brian Condon
Platinum HubSpot Partner | HubSpot Specialist | Operations Consultant
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0 Upvotes
MDubuc
Member

Attachment in record view ?

Thank you so no good solution 😞 

I guess I will use Notes attachments as a workaround but sad that the product team did not thing of a simple Card we can add on the deal record page, does not seem very complex and we like to keep our deal supporting files in one place. 

0 Upvotes