This article is about linking external files to Acumatica entities without uploading to the database.
Document Management in Acumatica is great, but sometimes, customer may want to link files from existing third-party storage to Acumatica.
What we currently have in our product:
1. We can upload file into Acumatica entities, by just clicking on Attachment button. It is true for almost all the screens. We can attach files to each line of the grid as well. But this is not what our customer wants.
2. We can pass the link to existing file or document from Acumatica to the user. For example, we send link by e-mail then another user can paste it into the browser and access that file. And again this is not what we need.
3. We do have an option to insert a link to a third party file of web site inside acumatica as well.
This is what I wanted to describe in better details.
For example I would like to attach external file, located at local area network resource, to my Project. Lets open an existing Project. Links are made via Activities, therefore we should navigate straight to Activities Tab.
Next I open the Activity called Test and if I just add local folder on my PC like a text it will not work. But intention is to have something like this, working:
This way we can add simple text, but not the link.
In order to add a link I will use Microsoft Word to create a hyperlink first. I need to create a link to a FILE, not FOLDER in order for the function to work.
After I click OK, just Right Click on C:\Well\AcumaticaERPInstall.msi inside the WORD document and copy the HyperLink to clipboard
And then Paste the hyperlink into the Activity message body, please use Ctrl-V
Now lets save the Activity and get back to the project Activity History screen.
In order for the list to refresh just click on some other activity and get back to original one. It will refresh the NOTES area.
Now what you see is one non-working and another working link to a file:
All the best,
See you on the Partner Meeting 4th October.