File Field Options

Options specific to file fields, including for generating documents

Type

The type of document typically stored by this field. Can be

  • Document - such as a PDF file or spreadsheet for example
  • Image/photo
  • Profile photo

The selection affects the display in the user interface in some ways. In particular when a profile photo field is moved to the start of the record, it is displayed as part of the record header.

Image resolution

This option allows you to specify that the system should automatically down-size any large images uploaded. This could be to save storage space (for which there is a cost), or it may be appropriate if these files are going to be attached to emails sent by the system.

Template

Type the name of a template to be used for generating PDF documents to be stored in this field.

View to use

The system will look in this view for a template with the name specified above.

Paper size

When a PDF is generated, base it on this size of paper. The default is A4, changing this can be useful if e.g. you want to use the system to print labels.

Optionally, add a footer to every page of a generated document, including the name of the document, page number and total number of pages.

The document name is set to be the contents of the first (non-ID) field in the ‘view to use’ (see above), so you can set it to whatever you like. A calculation can be used if required.


Last modified June 22, 2021 : Tag all docs pages (c49ef8f)