Administrator Guide

This feature is available with the April 2019 update.

To show the total for a document or an attachment on a list view or on the Display form follow these instructions:

1. Add a Single Line of Text column to each list that you wish to total documents. Use any name you prefer such as “Total Documents” or “Total Attachments”.
2. Update the Setting “UpdateTotalFields” as shown below. Note that here you must use the term “Document Library” in both the case of Documents and Attachments.
   1. If you are adding Total Documents to an Accounts List you would add the value item as: “Accounts|Document Library|Total Documents”
   2. If you are adding Total Attachments to an Interactions List you would add the value item as: “Interactions|Document Library|Total Attachments”. Note that even though Interactions only use Attachments you will use the term “Document Library” in the Setting.

Important Note:

This feature will be engaged when a document or attachment is uploaded to the item. However, it will not tally existing documents. To update existing records request the Data Refresher from April 2019 and follow these instructions:

1. Install the Data Refresher.
2. Select “Refresh Totals”
3. Click “Settings”
4. Complete the details as shown below.

The Data Refresher will run when you click Save on the screen above.

Please be aware that if you have other field totals those will be updated at the same time as your Document totals.

When the Data Refresher has completed its task all the history of Totals will be updated in your Flex site. You can rerun the Data Refresher at your convenience as the license is included with your Flex license.