Link Documents to Contacts in NAV 4

attardc

Hello there

Can anyone tell me if I can link documents to contacts / interactions in NAV 4.01? I know it's doable in NAV 5 onwards, just wondering if there was something similar in previous versions

Thanks

Chri

lvanvugt

Nio, not standard. You have to build something yourself.

Savatage

It's real easy 1 table 1 form. (For use with the older versions)
viewtopic.php?f=23&t=23783

Create a Linked Attachments Table (50000+ range)
add fields..
Field No. Field Name Data Type Length Description
10 Type Option
20 No. Code 20
30 Attachment Text 220
40 Open Boolean
50 Date Modified Date

KEY=Type,No.,Attachment

Your type options will be..
,Customer,Vendor,Item,Deposit,Contact,(more if you wish)

Create a form (50000+ range)
Tablebox ->drop in all the fields.

*Add Some Globals
Name - DataType - Subtype
Links - Record - Linked Attachments
CommonDlgMgt - Codeunit - Common Dialog Management

On the Attachment field add this code to look up the things you want to attach.
OnAssistEdit()

Attachment := CommonDlgMgt.OpenFile( FIELDCAPTION( Attachment), Attachment, 4, '*.*', 0);

OnPush() (of the "OPEN" field)

HYPERLINK(Attachment);
Links.GET(Type,"No.",Attachment);
CLEAR(Open);
"Date Modified" := WORKDATE;
MODIFY;

Then to access it from the cards (item,vendor,customer,contact, etc etc) Basically same as your options
Add a command button to the card (customer in this example) Caption "Attachments"
The Properties of the button =

PushAction = RunObject
RunObject = Form Linked Attachments
RunFormLink = Type=CONST(Customer),No.=FIELD(No.)

for the button on the item card you just change it to

RunFormLink = Type=CONST(Item),No.=FIELD(No.)

For the button on the contact card you change it to

RunFormLink = Type=CONST(Contact),No.=FIELD(No.)

etc.etc. for the other cards you want to have attachments available.
Since it's a hyperlink you can have any type of attachment
from c:\mytextfile.txt to http://www.mibuso.com
and Xls should open right to excel & any Doc right to word - Pdf - to acrobat, etc

The attachment field has an assistedit to find your attachment.
Click on the "Open" field to goto the attachment

Save->Compile->Enjoy!