Our client would like an attribute that links to either a document or folder from the project's Collaboration tab. Does anyone know if that's even possible?
Sorry, i am unable to understand.
There is a collaboration tab in project.
Under documents --> You can have folders/sub-folder and add documents clicking which will be taking you to the specific doc.
Here y do u need a new link and point to document?
(I don't think we can customize the documents)
I don't want to modify anything from the Collaboration tab. What our client wants is a link on a subpage (let's just say Project Summary for example) that would open a document or folder from the Collaboration tab.
The technique described in here TIP : How To Put Any Dynamically Generated Value On A Clarity Object can put hyperlinks on object pages.
David's solution will work for you if the folder or file has an attribute or name that is consistent. For example, on your Project Summary page, you can have a field with a dynamic lookup, per David's notes, that will display an Excel "Bill of Materials" hyperlink. The SQL to produce this hyperlink would look within the collaboration folder for this project, for a particular filename (e.g. "Bill of Materials*") - perhaps including a MAX date in the event you are storing revisions (e.g "Bill of Materials Rev0," file date 1/1/2015; "Bill of Materials Rev1," file date 4/15/2015).
If your folders or files don't have a standard convention (e.g. everyone spells the same thing differently: "Bill of Materials," "BillofMatl," "BOM"), then this technique may not work for you. There's probably a variety of ways to do this, but a standard must be set for the SQL to follow (e.g. you could have different file names, as long as the file is always in a particular folder with a standard file name - "All projects will have a folder named "Bill of Materials" - then, the SQL could find the file in that folder with the last 'last modified date'; and hopefully, users don't put other doc types in that folder!).
If there is no standard, then you may want to look at just adding a URL attribute to your Project Summary page, where the user can copy/paste the URL address of your folder or document.
Short summary: If you have standards, use David's method - its really cool, works great (we're using it ourselves, for different topics). If you don't have filenaming/folder naming standards, use a URL attribute and tell users to copy/paste folder/document address.
David - comment if I've misstated anything, please.
As long as you can "work out" (programatically) somehow what the required URL is, then "my" technique would work (coding it into the lookup is the complicated bit) - but I agree that if the link is "random" in nature then a user-entered URL attribute would be the way to go.
Excellent! Thanks guys.