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ARCS Transaction Attachment Links in Smart View — Cloud Customer Connect
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ARCS Transaction Attachment Links in Smart View



Uploading ARCS Transactions in Smart View with Attachment Links

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We have recently allowed select users to use Smart View to upload transactions to reconciliations (Balance Explanations, Adjustments, etc.) and were requested to allow links to supporting documents to be uploaded through Smart View. I have two leading ideas on how to accomplish this, but neither option has worked yet.

  1. Create a custom text attribute and assign it to transactions on each format that requires it. The downside is this approach only allows the URL to be entered as text and doesn't create a clickable link (which is required as part of this). I tried embedding HTML tags in the field value and that did not work. Is there a way to make a clickable link out of a text attribute, or any other kind of custom attribute?

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