I have a requirement for a custom app I am building to open an attachment on the parent record in a new window on create of a child record.
I have parent object
Quality_Assessment__c with child object
Quality_Assessment__c has a PDF attached to it in the Notes & Attachments section. When a user clicks to create a new
Chart_Review__c record I need to have the PDF attachment on the
Quality_Assessment__c record open in a new tab as well as the record create page for the
The 'Quality_Assessment__c' record will have a PDF file attached to it prior to the user clicking the 'New Chart Review' button.
My use case is to have users open the 'Quality_Assessment__c' record and perform what we call a Chart Review. To perform the Chart Review the user would click on a custom button called 'New Chart Review' which would do two things.
- create a new 'Chart_Review__c' record displaying the new record edit page
- open the PDF attachment from the related 'Quality_Assessment__c' record.
Preferably on click of the button the new record page would open in existing tab and a new tab with the PDF would open simultaneously.