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Import Scenario to Add Link to Existing File

  • December 7, 2021
  • 4 replies
  • 209 views

One of our technicians Uploaded 302 videos to the wrong place.  He was to attach the videos uniquely to the appointment detail line and instead attached them to the ‘asset’ screen which is a customization.  I have the links to the files from the UploadFileWithIDS DAC, but cannot figure out how to write an import scenario to add the link via file maintenance on the detail line.  Has anyone ever tried this?

Best answer by vdiaz

@pamelafiorentino12 Hi! The apporach proposed by ​@KrunalDoshi is a good idea. 

Some points worth making, since managing file attachments is not supported via Import Scenario in Acumatica: 

  • Attachments aren't a field on the form — they're a row in NoteDoc, which joins a record's NoteID to a FileID in UploadFile. Import Scenarios work through the screen-based API, which replays actions against mappable form fields, and the Files dialog isn't one of those. So there's nothing to map to.
  • The same constraint shows up on the REST side: file attachment is only available on top-level entities, meaning entities whose DAC is primary on a screen. Appointment detail lines aren't top-level, so that route is closed for the same reason. Reference: https://community.acumatica.com/develop-integrations-with-web-services-apis-289/attach-file-to-task-using-api-12927
  • What File Maintenance (SM202510) does give you is control over file properties and synchronization — useful for moving files in and out of external storage, but it won't create the record link.

Worth noting there's an open request for exactly this gap if anyone wants to add weight to it: https://community.acumatica.com/develop-customizations-288/customizing-the-file-maintenance-screen-to-make-it-easier-to-connect-entities-25261

4 replies

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  • Jr Varsity II
  • November 9, 2022

I too need some assistance with ADD LINK.  There doesn’t seem to be access to this screen.

 

 


Forum|alt.badge.img

Hallo I have the same request  and need to know how to add file link with import scenario. Did you find a solution for this? Retha

 


KrunalDoshi
Semi-Pro III
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  • Semi-Pro III
  • August 26, 2026

Hi ​@pamelafiorentino12,

I am not sure if you can achieve this using Import Scenario. I would rather recommend a small customization where you can grab the FileIDs of all the files you want to attach and then link the respective details lines by its NoteID. It is the NoteDoc DAC which you can use to link. You can refer to below link which is doing exactly this using code. Hopefully this helps.

 


vdiaz
Acumatica Moderator
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  • Acumatica Moderator
  • Answer
  • September 17, 2026

@pamelafiorentino12 Hi! The apporach proposed by ​@KrunalDoshi is a good idea. 

Some points worth making, since managing file attachments is not supported via Import Scenario in Acumatica: 

  • Attachments aren't a field on the form — they're a row in NoteDoc, which joins a record's NoteID to a FileID in UploadFile. Import Scenarios work through the screen-based API, which replays actions against mappable form fields, and the Files dialog isn't one of those. So there's nothing to map to.
  • The same constraint shows up on the REST side: file attachment is only available on top-level entities, meaning entities whose DAC is primary on a screen. Appointment detail lines aren't top-level, so that route is closed for the same reason. Reference: https://community.acumatica.com/develop-integrations-with-web-services-apis-289/attach-file-to-task-using-api-12927
  • What File Maintenance (SM202510) does give you is control over file properties and synchronization — useful for moving files in and out of external storage, but it won't create the record link.

Worth noting there's an open request for exactly this gap if anyone wants to add weight to it: https://community.acumatica.com/develop-customizations-288/customizing-the-file-maintenance-screen-to-make-it-easier-to-connect-entities-25261