Upload File to an Ordway Object

At times it may be beneficial to attach a file within Ordway for record keeping. Examples include uploading meeting notes or hard copy documentation such as check images or certified mail receipts. Complete the following steps to enable attaching a file to various Ordway objects. 

Note: Only one file can be uploaded per object. We recommend creating a multi-page PDF to accommodate more than one item in the uploaded file. 

Steps: 

1. Navigate to Menu > Setup > Customize.
2. Click View for the corresponding Object in the Actions Column.
   
3. Click + Add in the Fields section. 
   
4. Populate the Custom Field. There are multiple fields available when creating a Custom Field: 
   • Field Label: Field name as displayed in Forms, Modals, and screens across Ordway. 
   • Description: Provide a brief description of the field. It appears in the API and on forms, modals, and screens throughout the platform.
   • API Name: This is a required field and is automatically generated when tab is clicked after populating the Field Label.
     • API Name must consist only of lowercase characters, numbers, and an underscore. No other special characters are accepted. Do not include spaces; an underscore can be used instead. Example: server_type
     • API Name can be no longer than 50 characters. 
   • Tooltip Text: Anything added here will appear when the field name is hovered over.
   • Field Type: Choose File Upload from the available drop-down menu.
   • Default Value: Leave blank.
   • Required: Leave Disabled.
   • Display in Table: Leave Disabled.

   

5. Save when finished. 
   
   The desired object displays the File Upload option.