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Documents attached to activities

Last post 06-11-2013 8:58 AM by Method_Ashur. 3 replies.
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  • 06-11-2013 7:29 AM

    Documents attached to activities

    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.

  • 06-11-2013 8:56 AM In reply to

    Re: Documents attached to activities

    Answer

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

    -Mary Longacre
  • 06-11-2013 8:58 AM In reply to

    Re: Documents attached to activities

    Answer

    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

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 06-11-2013 8:58 AM In reply to

    Re: Documents attached to activities

    Thanks for the assist Mary! Big Smile

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
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