Steps for Creating Custom Link/Button/List Button URL

In case you would like to create the FTP Attachments Link/Button/List Button Manually kindly follow the step mentioned in the document. 

Understanding the URL  

There are 4 actions performed on attachments using FTP Attachments, they are Attach, View, Update and Delete 

Attach:-  

This action will attach a file to the object. For creating attach link/button/list button you can use below URL. 

https://ap4.salesforce.com/apex/ENZ__LightningEval?URLToBeRedirect=https://app.ftpattachments.com/sforce/ftp/Attach.aspx&FieldName=ENZ__Account__c&FieldValue={!Account.Id}&Folder={!Account.Id}&OrgID={!Organization.Id}&SFUrl={!API.Partner_Server_URL_90}

But need to do changes in some place as per requirement.

1. The Orange highlight depicts the application server name, in case you are using the Trial version using Orektic  application server you need not update the server name.

2. The Green highlight depicts the Object name, kindly enter your Object name here.

3. The Red highlight depicts the Object Id, enter your Object Id here. 

4. The Yellow highlight depicts the Folder structure, enter your object folder structure.

* Kindly follow the above steps for Update URL below. 

Update:-  

For creating Update link/button/list button you can use below URL. 

https://ap4.salesforce.com/apex/ENZ__LightningEval?URLToBeRedirect=https://app.ftpattachments.com/sforce/ftp/Attach.aspx&FieldName=Parent__c&FieldValue={!ENZ__FTPAttachment__c.Id}&OrgID={!Organization.Id}&SFUrl={!API.Partner_Server_URL_90}

1. The Orange highlight depicts the application server name, in case you are using the Trial version using Orektic  application server you need not update the server name.  

View:-  

For creating View link/button/list button you can use below URL. 

https://ap4.salesforce.com/apex/ENZ__LightningEval?URLToBeRedirect=https://app.ftpattachments.com/sforce/ftp/Download.aspx&ID={!ENZ__FTPAttachment__c.Id}&VersionID={!ENZ__FTPAttachment__c.ENZ__LastVersionID__c}&OrgID={!Organization.Id}&SFUrl={!API.Partner_Server_URL_90}

1. The Orange highlight depicts the application server name, in case you are using the Trial version using Orektic  application server you need not update the server name.  

Delete:-  

For creating Delete link/button/list button you can use below URL. 

https://ap4.salesforce.com/apex/ENZ__LightningEval?URLToBeRedirect=https://app.ftpattachments.com/sforce/ftp/Delete.aspx&ID={!ENZ__FTPAttachment__c.Id}&OrgID={!Organization.Id}&SFUrl={!API.Partner_Server_URL_90}

1. The Orange highlight depicts the application server name, in case you are using the Trial version using Orektic  application server you need not update the server name.  

Steps to create the Link/Button

Step 1:   Go to Setup page of Salesforce and click on Object manager.

Step 2:  In Objects menu search for your Object, here for demo purpose we are using Account object. Click the object name as highlighted in the image below.  

                                                                                                   (Lightning)

Figure No 1

                                                                                                    Figure no.1.1 (Classic)

Step 3:  This will open the Define Object page.  Scroll Down to Custom Buttons and Links section and click on new button as highlighted in the image below.

                                                                                                    (Lightning)

Figure No 2

Step 4:  Here you can create New Button/Link. To create Detailed Button follow Steps to create the detail page Button given below. Copy the URL as mentioned above in the Details of Custom Link/Button/List Button URL section of the document and paste in the box as highlighted below.  

Figure No 3

Figure no.3.1 (Classic)

Step 5:  You are now required to add this Link/Button to the page layout of the custom object.

Note: In the Page Layout of your object, if you have created link you will find the link in Custom Links and if you have created a button you will find the button in the Mobile & lightning Action section here.

Figure No.4.1(Lightning)

Figure No.4.2(Lightning)

Figure No.4.1 (Classic)

Step 6:  The FTP Attachments Custom detail Button will now appear on your Custom Object.  

Figure No.5

Figure No.5.1 (Classic)

Step 7: Click on your Custom button a file attachment window will open. Now you can start using this link for file upload. 

Figure No.6

Steps to create the List Button

Step 1:   Go to Setup page of Salesforce and click on Object manager.

Step 2: In Objects menu search for your FTP Attachment Object and click the FTP Attachments name as highlighted in the image below.

Figure No.7

 B) Figure 7.2(Classic)

Step 3:  This will open the Define FTP Attachment Object page.  Scroll Down to Custom Buttons and Links section and click on new button as highlighted in the image below.

Figure No.8

Figure No.8.1 (Classic)

Step 4: Here you can create New List Button. To create list Button follow Steps given below. Copy the URL as mentioned above in the Details of Custom Link/Button/List Button URL section of the document and paste in the box as highlighted below.

Figure No.9

 Figure No.9.1 (Classic)

Step 5:  You are now required to add this List Button to the page layout of the custom/standard respective object here the object will be Account.

Figure No.10

Figure No.10.1 (Classic)

Step 6:  The selected button will now appear on the FTP Attachment related list of the respective object. Click on the List Button, a file attachment page will open.

Figure No.11

Figure No.11.1 (Classic)

Step 7: Now you can start uploading attachments through FTP Attachments.

Figure No.12