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


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?

 

Best answer by andriitkachenko

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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2 replies

Troy Vars
Semi-Pro I
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  • Semi-Pro I
  • 54 replies
  • July 19, 2024

You can drag and drop multiple files on most screens. 


andriitkachenko
Jr Varsity I
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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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