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Customizing the file maintenance screen to make it easier to connect entities

  • 19 July 2024
  • 2 replies
  • 43 views

One area of Acumatica that causes frustration is the ability to connect files across related transactions. For example...

 

Sales Order Line → Production Order

or Sales Order Line → Service Order → Appointment

 

The current ability to “link” files manually through the transaction itself is a bit of a chore. Anybody know how difficult it would be to build a function to relate files to specific entities through the file maintenance screen? Has anybody achieved this before?

Currently the file maintenance screen lists related entities, but I would like to be able to link entities through the NoteID from this screen so that I can automate the linking of files across related transactions through import scenarios.

Anybody achieve this type of customization before?

 

You can drag and drop multiple files on most screens. 

Hi @bwhite49 

I didn’t make a customization that will link multiple records with the same file, but I had to attach/find attached files plenty of times for different use cases.

You can do that using UploadFileMaintenance.SaveFile and UploadFileMaintenance.GetFile.

If you combine these two in an action or/and event handler - you can make it work.

Which one you need (action/event/both) - depends on the flow you want.  

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