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Business Accounts (CR303000), FILES tab, ADD LINK vs File Upload

mpeck12
Freshman II
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Business Accounts (CR303000),

What is the difference between CR303000; FILES tab, ADD LINK vs File Browse/Upload buttons

Is the difference that FILES allows a file to be uploaded for the first time while ADD LINK allows a previously uploaded file to be linked to the specific case?

I logged in as an ADMIN, and when I clicked 'ADD LINK' I viewed a number of files.

When another, (NonAdmin) User has a Business Account in focus, and click FILES >> ADD LINK, he is returned to his Dashboard.

Does this indicate a missing or incorrect setup element?

Best answer by vkumar

Hi @mpeck12 

Add link option is used to attach an existing attachment from another entity. Here is relevant documentation link which explains this option. 

https://help-2022r1.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=d5588b84-014c-485a-8ca3-526b794684b5

 

Hope this helps,

Regards,

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3 replies

V
Acumatica Employee
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  • vkumar
  • Acumatica Support Team
  • 866 replies
  • Answer
  • May 3, 2022

Hi @mpeck12 

Add link option is used to attach an existing attachment from another entity. Here is relevant documentation link which explains this option. 

https://help-2022r1.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=d5588b84-014c-485a-8ca3-526b794684b5

 

Hope this helps,

Regards,

VijayKumarU
mpeck12
Chris Hackett
2 people like this
  • mpeck12
    mpeck12
  • Chris Hackett
    Chris Hackett
mpeck12
Freshman II
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  • mpeck12
  • Author
  • Freshman II
  • 20 replies
  • May 3, 2022

The second part of my question was related to a non-Admin User who, upon selecting the Add Link button is returned to his Dashboard rather than the SM202520 Search in Files form.

What should I test to determine why this user is experiencing that result?

D
Jr Varsity II
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  • dgross
  • Jr Varsity II
  • 39 replies
  • November 9, 2022

Probably too late, but go to the SM202520 screen and click on Tools>Access Rights.  This will atke you to the Access Rights By Screen screen.  Here you can find the associated roles for that user and make adjustments.  DELETE is highest level and Not Set means that role does not have access as long as one of the roles has explicit rights.

 

 

 

 

 

A
Chris Hackett
2 people like this
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    Andy Smith
  • Chris Hackett
    Chris Hackett

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