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Graeme Waitzkin
Upload "Attachment" (not File) to an Opportunity object in Lightning
Hi-
In the Lightning experience I am struggling with the functionality of Notes & Attachment object. When I click the dropdown on the Notes & Attachments icon I can "Upload File". But what I really want to do it "Attach a File", which is the functionality from the Classic experience.
This matters because I need to havd "Attachments" not "Files" to load into Docusign. I want to have this functionality in the Lightning interface without going to Classic.
Any ideas?
Thanks all!
In the Lightning experience I am struggling with the functionality of Notes & Attachment object. When I click the dropdown on the Notes & Attachments icon I can "Upload File". But what I really want to do it "Attach a File", which is the functionality from the Classic experience.
This matters because I need to havd "Attachments" not "Files" to load into Docusign. I want to have this functionality in the Lightning interface without going to Classic.
Any ideas?
Thanks all!
when you upload a file in lightning then this file will bw save in two part first in "Attachment & Notes" second is "files".
Because as per Lightning Readiness report "Attachment & Notes" will not more support in Lightning. only "files" will be availbale there
if you need any assistanse, Please let me know!!
Kindly mark my solution as the best answer if it helps you.
Thanks
Mukesh