Allow Customers Download Files Attached to Custom Records

 
A. Edit the custom record type to add a field for the file url.
1. Navigate to Customization > Lists, Records, & Fields > Record Types
2. Edit the custom record type.
3. Click on New Field button on the Fields tab.
4. Enter the name of the field.
5. Set the type to Hyperlink.
6. Save.
7. Make sure that you have a customer field on the custom record type with the following settings:
Type = List/Record, List/Record = Customer
8. Save the custom record type.
 
B. Create a link for the customer record type on the customer center:
1. Navigate to Customization > Lists, Records, & Fields > Record Types
2. Edit the custom record type.
3. Go to the Links tab.
4. Set Center column to Customer Center.
5. Set the Section to Home.
6. Enter a label for your custom record link.
7. Click Add.
8. Save the custom record type.
 
C. Create a custom record and attach a file.
1. Navigate to Customization > Lists, Records, & Fields > Record Types
2. Click on New Record link across the custom record type.
3. Enter the values for all the fields including the customer field.
4. Go to the Files tab.
5. Click on Attach File column then click New.
6. On the pop up window click the browse button to search for the file that you would like to attach.
7. Select the folder and put a check mark on Available Without Login box.
8. Click Save.
9. Click Add.
10. Save the record.
11. Go to the Files tab then click on Edit to view the URL for the file.
12. Copy the URL and paste it in the hyperlink field created in step A.
13. Save.
 
D. Create a custom record saved search and use it a list view for the customer center role.
1. Navigate to Lists > Search > Saved Searches > New
2. Select the name of the custom record type.
3. On the criteria tab enter filter: Customer is me.
4. Make sure that the hyperlink field is added to the results tab.
5. Go to the Roles tab and put a check mark on the List box for the customer center role.
6. Save.
 
E. Create a presentation tab shared to customer center.
1. Navigate to Lists > Web Site > Tabs > New > Presentation Tab.
2. Enter the label.
3. Go to the Audience tab and select the custom customer center role in the Roles box.
4. Save
 
F. Publish the saved search.
1. Navigate to Lists > Web Site > Publish Saved Search > New
2. Enter title.
3. Select the saved search created in D.
4. Select a value for your site.
5. Select the tab created in E as value for Subcategory of field.
6. Go to the Audience tab and select the custom customer center role in the Roles box.
7. Save.
 
Note: This can be an alternate solution for Enhancement 85021.