{{#if (not signed_in)}} {{#is help_center.name "Ideagen Help"}} {{#link "sign_in" class="unified-navigation--btn-primary"}}Sign in{{/link}} {{else}} {{#link "sign_in" class="unified-navigation--btn-primary"}}Sign in{{/link}}
{{/is}} {{/if}} {{#if signed_in}}
{{#is help_center.name "Ideagen Help"}}
Manage tickets
{{else}} {{#link "requests" role="menuitem"}}
Manage tickets {{/link}} {{/is}}
Update profile
Change password
Privacy Policy
Terms of Use
{{#link "sign_out" role="menuitem" class="signOut"}}
Sign out {{/link}}
{{/if}}
{{user.name}}
Looking for help?
Send us feedback
Before you start
This form is for Ideagen Luminate feedback only.
Your submission will not receive a response. To request solution support, open a ticket with us.
We'd love to hear your thoughts on features, usability, or what you love about Ideagen Luminate.
Hello! I’m working on creating a new workflow. I found the option to add an External File as a custom field which helps for any document that’s not maintained inside Qualtrax. If i have a document already in our document tree that i’d like to attach to the workflow (in this case, it’s for a literature review assignment log), is it possible to make that connection without using an external file? Thank you!
Page 1 / 1
Hey Heather!
Super easy to do this and you’re already 90% of the way there. When adding a field in a workflow, add a Document field instead of External File field. This will add a small window that looks right into your Document Tree and allows you to select the document directly.
Two extra tidbits:
- If needed for External File and Document fields, you can head to Admin > Custom Fields and check the box to allow multiple files.
- The Document field will save a snapshot of the current published revision, so when looking at the record in the future you’ll know which copy was being referenced.
Hope this helps, happy Friday!
-Cody
This is perfect, thank you!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.