You can add a File Preview Carousel to any record page, which provides the ability to view an image of the attachment files on the page. Accounting Seed automatically includes this File Preview Carousel on the Payable page, but it can be added to any record page.

Note: This functionality is only available if you have installed the Summer ’24 release or higher.

In order to view file attachments, complete the three setups listed below.

Note: On the Payable object, the first two setups have already been completed as part of the “out of the box” functionality. Therefore, on this object, you will only need to Select the File Types to display in the File Preview Carousel. Additionally, the header text name displays as “Related Documents” instead of “File Preview Carousel.” You can change the header text to any name.

• Add a Default File ID
• Edit the Page to Add the File Preview Carousel
• Select the File Types to display in the File Preview Carousel

Add a Default File ID

Adding this field allows you to set a default file on the File Preview Carousel. The Default File ID field is required for the File Preview Carousel, regardless of the object for which you are adding this component.

1. From the object for which you want to add a Default File ID, display a record, such as a Billing, an Account, etc.
2. Click the Gear icon and select Edit Object.
3. Click Fields & Relationships. Then, click New.
4. Select the Text radio button and click Next.
5. Enter Default File ID in the Field Label.
6. Enter 36 in the Length field.
7. Click Next twice.
8. Click Save.

Edit the Page to Add the File Preview Carousel

Use the steps below to drag and drop the File Preview Carousel component onto the page layout.

1. From the object for which you want to add a File Preview Carousel, display a record, such as a Billing, an Account, etc.
2. Click the Gear icon and select Edit Page.
3. From the left navigation panel, scroll down to the Custom-Managed section.
4. Drag and drop the File Preview Carousel component onto the page layout in a selected insertion point.
5. From the right navigation panel, under Store file ID in, search for and select the Default File ID field, which you created above.
6. Select the Display file name checkbox to display the file attachment name(s) that will later be added to the record page.
7. Select the Show header checkbox to display the header text on the record page.
   Note: Remember that you can change the header text to any name.
8. Click Save.
9. Click Activate.
10. Assign the default for the Lightning Record Page, as appropriate (Org Default, App Default, etc.).  
11. Click Next.
12. Click Save.

Select the File Types to display in the File Preview Carousel

1. Click the Gear icon and select Setup.
2. From the Quick Find textbox, enter File Upload.
3. Select File Upload and Download Security.
4. Click Edit.
5. For each File Type (such as, PDF, .DOCX, and.JPG) that you typically add a file attachment, click the drop-down list and select Execute in Browser. That way, you will be able to view an image of the file attachment on the record page in the File Preview Carousel.
6. Click Save.

Once setup is complete, navigate to a record of the object the Carousel was added to. If there are no attachments, upload any using the Notes and Files related list, then refresh the page to preview the attachments. To set one of the attachments as the default, click the Set File as Default button.

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Summer '24 Release

Release Notes and Schedule

This article was new with the Summer 24 release.