Users can view Files in the Axsy Field Service App via the Related tab of a record.


iOS devices support these formats for Files under a Related tab:

  • pdf
  • doc
  • docx
  • ppt
  • pptx
  • xls
  • xlsx
  • html documents
  • jpg
  • jpeg
  • png
  • mp4 videos


Android devices support these formats for Files under a Related tab:

  • pdf
  • jpg
  • jpeg
  • png


Prerequisite


For files to be displayed under the Related tab of a record, the Files Related List needs to be added to the Page Layout of the relevant record. The Files will then be available for both online and offline access. 


Attachments is not a supported Related List as a host for files in the Axsy Field Service App.


Please see this Salesforce Trailhead for more on how to configure Salesforce's Page Layouts: Customize Record Details with Page Layouts


Navigate to the Related tab of a Record


1. Select Files. 



2. Select a File.