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Is it possible using CRMScript to create a screen with a list of documents and having a link to the actual document so it can be downloaded?
depends how you want to do it - but I would say yes, it is quite possible.
I have created several similar solutions like you describe where I am using External Documents to store the documents and CRMScript to show them.
In some other cases I've built extra tables / fields to store additional attributes so that I could increase the functionality.
A typical SearchEngine could look something like this:
String folderId; // The Id of the folder you want to list documents from
se.addCriteria("external_document.deleted", "Equals", "0", "And", 0);
se.addCriteria("external_document.hierarchy_id", "Equals", folderId, "And", 0);
/* Additional Fields and Criterias */
for(se.select(); !se.eof(); se.next())
String attachmentId = se.getField(0);
// This generates a link to the file
String downloadUrl = att.getDownloadUrl(true,true);
/* ... */
Hope this was clarifying
Would it be doable to do a similar script for documents located under the company card in Sales?
Well - it would be doable, but not as easy as if they existed in Service.
Documents in CRM does not have a download URL as far as I know, but there are ways of manipulating this with CRMScript.
I see. Thanks for the help!
You might find some useful tips in our documentation related to this.
do you really need a download or do you want to open the listed documents in the screen via webtools?
Via webtools would be great! But at least show related documents stored in S&M, that is the minimum.
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