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New File as Default when attaching a file via a custom form


Is there a way make the “New” tab the default selection when adding an attachment to a custom action form? Please see the attached screenshot.

I know it can be set to default in the Profiles and that’s how we already have it, but I would like to see it default to the “New” tab when adding a file attachment to a custom action form.

 

Best answer by bkrutiy

Jess, 

You are correct. It is not working, I was able to reproduce. I suggest reaching out to support. They will likely say its an enhancement request but maybe they will consider it a bug and fix it. IMHO, because this functionality works on the OOTB Add form, it should work the same for the Add form within a custom action. Especially since it is configurable within profiles as mentioned above.

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6 replies

bkrutiy
Bronze Product Expert
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  • Bronze Product Expert
  • 45 replies
  • February 9, 2024

Hello, 

Profiles is the way to do this. You have to specify this on every object you want this to occur. For example, if you want this to work this way when linking files to Projects then you would do the following…

  • Go to Settings » Profiles
  • Select desired Profile, expand Work Items and select Project
  • Select Field & Releations » Related items » click Edit.
  • On right-side, find File and make sure the New by Default column is checked

 


  • Author
  • 26 replies
  • February 9, 2024

HI Boris, thanks for replying. I appreciate your time. Yes that is what I have done but it doesn’t work within an input form via custom action. We have a form with a field to attach a document. When I click on the … to get to the file upload, the default view is still Existing tab, not New tab.  Regards

Jess


bkrutiy
Bronze Product Expert
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  • Bronze Product Expert
  • 45 replies
  • Answer
  • February 9, 2024

Jess, 

You are correct. It is not working, I was able to reproduce. I suggest reaching out to support. They will likely say its an enhancement request but maybe they will consider it a bug and fix it. IMHO, because this functionality works on the OOTB Add form, it should work the same for the Add form within a custom action. Especially since it is configurable within profiles as mentioned above.


  • Author
  • 26 replies
  • February 9, 2024

Thank you Boris for reproducing and confirming that it doesn’t work for you either. I’ll reach out to support as suggested and see what they say. Thanks again for taking the time to help.


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  • Bronze Active Participant
  • 3 replies
  • March 13, 2025

Jess, using the CSS below I was able to
1) Set the “New” tab as the default
2) Remove the “Existing” view/prompt thing
3) Remove the tab selections entirely
***All on the File prompt triggered via Custom Action

.add-object-tabs {display:none;}
[data-ctrl="FindWindow"] {display:none;} 
.add-related-object> div:nth-child(3) {display:block !important;} 

Hoping this helps!


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Hi ​@JustinTemaat ,

We’re new to AdaptiveWork and have the same issue as JessO.

I’d like to implement the workaround you provided but am uncertain exactly where to add the CSS you provided and if I need to alter it at all.

Our File prompt is a User Input Variable, with a Type of Reference To Object: File, in our create Request Custom Action.

Thank you,

Julie

 


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