1 When creating a custom field that links to a PDF, you'll first need to upload the PDF into some sort of online platform which gives the PDF a URL. Google Drive is a great free tool for this. Simply drag and drop your PDF into the Google Drive. You could also right-click in your Google Drive, and select "File Upload."
2 Now that we have the PDF linked to a URL in Google Drive, we need to make sure that this link is able to be viewed by anyone, as it defaults to private. To do so, click the PDF to highlight the row in your Google Drive, and click the "Share" icon.
3 A "Share" Pop up box will appear. Click under General Access where it usually will say "Restricted" and change this to "Anyone with the link." This determines viewing permissions for the file.
Now that our link is tied to a URL in Google Drive, and we have indicated that anyone can view this link, it's time to create this as a Custom Field in FMX!
4 To set this up, start in Admin Settings, click the "Form Builder" tab towards the top of the screen. Form Builder has replaced the "Custom Fields" tab and you can learn more about that here. Click on the module and form you want to add the custom field to.
5 In the lower left corner, click "Add Custom Field" button. On the "Add Custom Field" page, there are a few required fields to complete:
Name: This refers to the bold text shown to the left of this custom field. Most users don't put anything here, since the link itself will have text to click on.
Type: Select "Read Only"
Description: This is where we will plug in our formula. You want to select "HTML formatting."
6 Now all that's left to do is plug in our formula and replace the placeholder words with the link and text we want to be displayed.
Copy and paste this link into the "Description" section.
<a href="link">text</a>
Go back to your Google Drive, and in the "Share" pop up menu, click "Copy Link."
Go back into FMX, paste the link URL that you just copied to replace the word "link" in the formula, keeping the quotes around the link.
Next, replace the word "text" with what you'd like this link to say, and click "Save" to confirm.
You'll get a confirmation banner towards the top of your screen saying this has been saved. The custom field you've just created will appear at the bottom of the list, but you can drag it the desired location. Next you'll click "Save Form" in the bottom right corner to save all your changes!
Here's how this Custom Field will look on the Schedule Request Details Page: