Link Documents to Contacts in NAV 4

attardc
Member Posts: 97
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
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
0
Comments
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Nio, not standard. You have to build something yourself.0
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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 toRunFormLink = Type=CONST(Item),No.=FIELD(No.)
For the button on the contact card you change it toRunFormLink = 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!0
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