The Set Record Thumbnail action sets the active Record's thumbnail to the image of a specific Document


Options


    • Document ID - The ID of the document to use for the thumbnail.


The interesting thing about this particular action is that it is mostly used for setting the thumbnail to a Document from a completely different Record. You can have specific Documents set up for specific use cases to provide contextual thumbnails for Records. For instance, you could have a thumbnail you use for invoices that designate a PAID status and another that you designate as an OVERDUE status.