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My organization is starting to make a transition from Classic to Lightning experience. Previously, we would attach files to our events for further context on the event. However, in Lightning, I cannot figure out any option to attach something to an event. Can someone help explain how I can solve this? #LightningExperience #Notes & Attachments  #Activities Object

답변 5개
  1. 2023년 2월 16일 오후 10:11

    You will need to add the Related List to your Page Layout.  Then make sure your Related List & the File Uploader is on your Lightning Page.

     

    Please go to Setup --> Objects --> Event and open Page Layout.  Click on Related Lists and drag Files down to your Related Lists area.

    You will need to add the Related List to your Page Layout. Then make sure your Related List & the File Uploader is on your Lightning Page.

    Save your Page Layout.

     

    Then click on Lightning Record Pages and open your record page or create a new one:

    Screenshot 2023-02-16 140834.png

    Add the Related List - Single element somewhere on your record page.  Then select the Related List of "Files".  This will allow you to see any attached files and/or upload any other files to your record.

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