The Source Object ContentDocument ID Field is configured on a Data List to let users upload, preview, and update the related file directly from each row in the list.
Overview
General Use Case
Use the Source Object ContentDocument ID Field to let users manage files from #Data List and maintain a single record-level file with full version history.
Video Demo
Prerequisites
Required Custom Field
Quote.QuotePdfFileID__cText(18)Downloadable Executables
Opportunity.QuotesWalkthrough
1
Pipeline - Opportunity.Related.DataLists
2
New Executable - Opportunity.Quotes
3
Retrieve
4
Data List Settings
