Method:Classic General Q&A

Re: Documents attached to activities

Method_Ashur — Tue, 11 Jun 2013 13:58:42 GMT

Thanks for the assist Mary!

Re: Documents attached to activities

Method_Ashur — Tue, 11 Jun 2013 13:58:07 GMT

Hi MikeB,

In order to be able to attach a document to a specific activity you would have needed to add an Attachment field to the Activity table. Which is why you're seeing all that "junk" data. That's actually how the actual document is stored in the table.

So to get around this, do not include the attachment field when exporting your Activity table. Hope this helps!

- Ashur

Re: Documents attached to activities

mlongacre — Tue, 11 Jun 2013 13:56:26 GMT

When you export the Activity Table, uncheck the boxes for the fields that are coming out with the junk data.

Documents attached to activities

MikeB — Tue, 11 Jun 2013 12:29:14 GMT

I inserted an "Upload for document" hyperlink into my "New Activity" screen so that people could attach documents to certain activities. But now when I export the results of the activity table there's a lot of junk in some rows of the CSV file, and I believe it has to do with the PDFs being attached to the activities.

What do I need to do to attach documents to activities but still be able to use the data from the Activities table. Note that I did not add a field in the activity table for the documents.