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Changes to the 'Notes and Attachments' related list and the buttons 'New Note' and 'Upload Files'

Дата публикации: Nov 7, 2023
Описание
The 'Upload Files' button will remain available in the legacy Notes & Attachments related list despite the Spring '17 release notes previously indicating it would no longer be available. 

Highly recommended for administrators:

Despite the 'New Note' and 'Upload Files' buttons remaining in the 'Notes & Attachments' list, it is still highly recommended to instruct users to leverage the 'New Note' button in the Notes related list and 'Upload Files' button in the Files related list instead of the 'Notes & Attachments' related list.

The 'Notes & Attachments' related list will eventually be phased out in favor of the individual 'Files' and 'Notes' related lists. Because of this, it's not recommended to use the legacy Notes & Attachments related list's 'New Note' button to create legacy Note records and the related list should ideally only be used to reference previously created Note records for historical information.
 

 

Решение


‘Upload Files’ button available in 'Note & Attachments' related list


In Classic, the 'Upload Files' button is only available in the 'Note & Attachments' related list if you enable the preference 'Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments ' in Setup. (To enable: Enter Salesforce Files in the 'Quick Find' box, then select General Settings.)
 
Note: The preference doesn't apply to the 'Attachments' related list for Task and Event objects. Files added to the Attachments related list on activities will always be added as attachment records and not Files.

If disabled, Users see the 'Attach File' button in the 'Notes & Attachments' related list however only the 'Upload Files' button is available in Lightning even if the preference is not enabled.

 

‘New Note’ button available in 'Note & Attachments' related list


Before Spring ’17, you had to enable the ‘enhanced note-taking tool’ for the ‘New Note’ button to be visible in the ‘Notes & Attachments’ related list. (To enable: Enter Notes into setup Quick Find box, then select Notes Settings). After Spring ’17, the ‘New Note’ button became visible in the ‘Notes & Attachments’ related list.


Note the following differences in availability and behavior of the 'New Note' button in:
 
  • Classic - the 'New Note' button is available in the Notes & Attachment related list. This button will always create a legacy note record regardless of whether enhanced notes have been enabled for your org. For best practices and recommendations regarding the use of legacy notes in Classic for your org's situation, see Considerations for usage of note-taking tool 'Notes' and 'Files' functionality  for more details.
 
To continue using the enhanced note-taking feature, an administrator will need to first Configure Page Layouts for Notes so that Users can view and create Notes via the related list.
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000385730

 
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Salesforce Help | Article