I have a form that has a section for file uploads. I have the salesforce v2 connector creating these as Attachments on Opportunities. In some cases, I need to prefill this form from existing Opportunities. I have it working perfectly, except for attachments. Is there a way to prefill file upload fields from SFDC Attachments?
The scenario is this:
1) User fills out form, uploads file(s), and clicks Submit. SFDC Opportunity is created, with Attachments. 2) During approval process, we determine that information is incomplete or incorrect, so we want the user to review and update the information. 3) User is sent a link to the form, with URL parameters to prefill the form with all data they previously provided. 4) User updates data, re-submits form. SFDC Opportunity is updated.
I need the user to be able to see the files they've already uploaded, replace with other files or add new files.
Sorry for the delay in replying. No, this sort of integration is not possible. You can however, configure your form to always create attachments in the Salesforce v2 configuration, and thus allow users to upload new files.
If this requirement is a deal breaker for the form ... you *might* be able to do the following: 1. Add a checkbox near each file upload with text like: "Passport photo already uploaded" which is unchecked by default 2. Add logic to your Salesforce prefilling formula so that if an attachment for the upload has been created, you can fill the checkbox and rely on the user to notice it.
That solution is very tricky for several reasons: 1. It relies on being able to distinguish the Salesforce attachments and find them when creating your Salesforce prefilling formula. You'd need SF tech support's assistance on that. 2. You'd be relying on your users to notice those checkboxes.