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Configure Support of Trailing Documents for Custom Objects

Configure Support of Trailing Documents for Custom Objects

Give Vlocity and Community users the ability to upload documents associated with custom objects. In General Settings, add a custom setting corresponding to each object.

  1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
  2. Next to General Settings, click Manage.
  3. Click New.
  4. Enter setting values.

    Name

    A unique identifier.

    Add a custom setting for each custom object that supports trailing documents.

    Example: To support trailing documents for three different custom objects, add three unique custom settings in General Settings. Name them TrailingDocSetup1, TrailingDocSetup2, and TrailingDocSetup3.

    Value

    Application__c:vlocity_ins_ApplicationId__c

  5. Click Save.
 
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