Method Community

I am getting an error when adding a new document, I fill in the name, assigned to, and folder.  I then select the item from my computer and upload. When I select Save & Close I am getting an error that the "Name" I filled in is pointing to "DocumentRef" which is not a valid dropdown list value?   How do I resolve this?

Hi Emily,

Are you doing this from the Opportunities screen? Did you customize any of the document library screens.

-Michael

I added the Documents Library default screen to my Home tab so I could manage my documents library not associated to any record set.

Emily-

Can you enable MethodSupport(Customize  > Users) and I will take a look since it is using the Standard Document Library screen.

-Michael

Emily- 

Also does this work if you go through the opportunities screen to add a document?

-Michael