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presidioam Trusted Contributor.
Trusted Contributor.
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Auto-attach files to a Task.

Hello experts,

 

recently my customer asked us if it is possible to auto attach a document or another kind of file on a task when an operator opens it. This should happen when the operator choese to apply a template or the task contains specifics values in some specific fields (ex: task category and phase or assigned group).

I did not found any useful information on both documentation and forums. Is it possible to achieve this?

 

Thanks and best regards,

 

 

 

Luca

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Andy_ABB Absent Member.
Absent Member.

Re: Auto-attach files to a Task.

Hi,

Maybe instead of copying files from CR/PM to Tasks, to save space, you would like to display HTML links with these attachments ? They are pointing directly to DB but you do not need to copy them. You can hide html control based on some conditions so attachments will be visible if required or not.

Best Regards

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