Wednesday, October 31, 2018

Display Item Image URL on Transaction Columns

 

This articles aims to create a clickable column on transactions to view line item images.


 

I.  Create a Custom Item Field

     1. Navigate to Customization > Lists, Records, & FieldsItem Fields > New

     2. Provide a Label

     3. Set Type to Hypelink

     4. Mark the Store Value checkbox

     5. Under Applies To tab, select the item type (e.g. Inventory Item)

     6. Under Display tab, set Subtab to Main, then insert a Link Text field (e.g. View Image)

     7. Click Save

 

II.  Upload image to File Cabinet

     1. Navigate to Documents > Files > File Cabinet

     2. Choose/Create a folder

     3. Click Add File and upload an image

     4. Edit the uploaded file and copy its URL
 

III.  Insert Image URL to Custom Item Field from Step I

     1. Edit an item

     2. Find the custom item field created in Step I and paste the URL copied from Step II.

     3. Click Save.

    Note: Mass Update or CSV import can be used for multiple items.

 

IV.  Create a Custom Transaction Line Field

     1. Navigate to Customization > Lists, Records, & FieldsTransaction Line Fields > New

     2. Provide a Label

     3. Set Type to Hypelink

     4. Mark the Store Value checkbox

     5. Under Applies To tab, mark the transaction type(s) (e.g. Sales Item)

     6. Under Display tab, insert a Link Text (e.g. Click Here)

     7. Under Sourcing & Filtering, set:
Source List = Item
Source From = item field from Step I

     8. Click Save

  

 

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