Contact Support
FAQ
Overview
| Note: Some features utilized in this article are exclusive to Actionstep Practice Pro + Accounting. Practice Pro and Express users will not be able to use this function. |
This article describes the process of adding images to custom data fields that can be displayed in Matter Overview panels.
In this article, we'll upload an image to use, set up a custom data field, and display the image on a matter overview panel.
The outcome will look something like this:
Clicking the Google logo will launch google.com in a separate tab/window.
1. Uploading the Image
|
For security reasons, images to be displayed via custom data must be hosted within Actionstep. This means that the image must be in your Actionstep system. External images will not work. |
The image will be hosted in Knowledge Base.
To upload an image to Knowledge Base, go to More > Knowledge Base > Admin.
If you do not have a root topic, select Add root topic.
Name it whatever you want. This will be the topic that holds the images.
Once submitted, the topic is created.
Click the topic and Add document
Upload an image via the Choose File button, name the image and select Add document.
Once the images has been added, go to More > Knowledge Base > Contents.
Click the link for your image under the root topic.
On the right pane, right-click the logo image and Copy image address.
Paste into a text editor of some sort to save the URL, as we will use it later.
2. Creating the Custom Data Field
To add the data field that will display the image, go to Admin > Matter Types > {your_matter_type} > Matter Data. Here, you can create a new data collection or just add a field to an existing collection.
The general field settings will look something like the image below.
The Name can be anything, the Data type is Custom HTML, and the code is the following.
<a href = "https://google.com">
<img src = "https://ap-southeast-2.actionstep.com/mym/asfw/intranet/document/download/googlelogo_color_272x92dp__1_.png" >
</a>
In this example, the URL to where the image will link is inserted. Above, it is "https://www.google.com"
The URL copied from right-clicking the image in Knowledge Base is inserted in quotations after <img src=
Once the field is filled out with your link and image, select Save.
3. Displaying the Field on a Matter Overview Panel
To display the data collection containing the field with the image, go to a matter of the previously selected matter type.
For this example, our image is contained in a data collection called "Links."
To add this as a matter overview panel, scroll to the bottom of the Matter Overview screen.
Select, Configure Panels.
In the Custom Data section, check the box for your data collection.
Once checked, the panel will display with your image.
