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  • SmallBuilder Help
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  • πŸ“¦SmallBuilder Line Items
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      • '25 Update
        • v 1.38
        • v 1.37
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  • πŸ“¦SmallBuilder Lists
    • SmallBuilder Lists Introduction
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        • Creating a List Configurator Manually
  • πŸ“¦SmallBuilder Documents
    • SmallBuilder Documents Introduction
    • Quick start
    • Components
    • Data Merge
      • Data Merge - Text
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      • How to pin a logo image to the top of the page
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    • Advanced usage examples
      • Creating an invoice template
      • Automatically email invoices with a trigger
    • FAQ
    • 🌟Release Note
      • '24 Update
        • v. 1.50 ~
  • πŸ“¦SmallBuilder Schedules
    • SmallBuilder Schedules Introduction
    • Quick start: creating a new Schedule configurator
    • Detailed setup guide
      • Basic settings (Side Panel)
      • Linked objects setup
      • Control Field setup
      • Schedule Object setup
      • Saving and activating
    • FAQ
  • ❓SmallBuilder Troubleshooting
    • SmallBuilder Troubleshooting Help
      • Add Button Warning (If the button is not added to the page)
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  1. SmallBuilder Documents
  2. Release Note
  3. '24 Update

v. 1.50 ~

Previous'24 UpdateNextSmallBuilder Schedules Introduction

Last updated 7 months ago

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  • Added Attachment Component for Including Related Files in Documents

v 1.52

Release Date

2024. 9. 25.

Summary

  • Added Attachment Component for Including Related Files in Documents

Feature

Document Template Builder

We have introduced a new Attachment component that allows users to add a list of related attachments to documents!


πŸ“Œ Filtering

You can customize the attachment list through filtering options.

From the user's perspective, attachment filtering is based on the ContentDocumentobject. The actual query uses the ContentDocument, ContentDocumentLink, and ContentVersionobjects. Users should ensure they have the necessary permissions for all three objects before using this feature.

🏷️ None

Retrieve all attachments without any conditions.

🏷️ AND (default)

Retrieve attachments that meet all specified conditions.

🏷️ OR

Retrieve attachments that meet one or more specified conditions.

🏷️ Custom

Use parentheses, AND, OR, and NOT to construct your own logical filter conditions.

The example image shows a query searching for attachments where the file name starts with "Report" and the extension is either "png" or "jpg."


✨ Please note that only one Attachment component can be added to a document

The list of related files from the record will be displayed according to the filter settings,

and each file can be directly ✨downloaded with a single click.

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v 1.52