Open Forum

Attachments Configuration - Table Field

  • 1.  Attachments Configuration - Table Field

    Posted 27 days ago
    I am trying to configure for attachments.  My question is in regards to the table field.  How do I know what table to select?  I am able to select one and access my files, but I want to understand what is the purpose of this field so I can make sure I am selecting the correct table.


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    Monica Rangel
    Goodwill Industries of Southeastern Wisconsin, Inc.
    Greendale WI
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  • 2.  RE: Attachments Configuration - Table Field

    BRONZE CONTRIBUTOR
    Posted 24 days ago
    Monica,

    The table field gives you the ability to specify which set of entities within a given screen that the documents should be attached/related to, so if we stick with your 01.010.00 screen for a minute you'll note that it has two main sections:

    • Batch - an identifier (e.g. the header) for a collection of documents that together make up a batch
    • Documents - the individual journal entries (e.g. the detail) that make up the batch

    The table field is going to tell SL whether the attachments should be related to either the header (Batch) or the detail (GLTran).  So the slightly difficult part in knowing which table to attach to is what the underlying table name in SQL is, which is what appears in that table lookup on the setup screen.  The easiest way is to utilize Customization Manager (if you have access to it), open up the screen and enter customization mode, highlight a field in the section your interested in attaching files to, then press F4 to view the custom properties.  There's a property  called fieldname that will usually contain the letter "b" followed by the tablename and fieldname.  So for the screenshot below of 01.010.00, I've highlighted the account field in the detail section and you can see bgltran.acct which is the table name (GLTran) if we wanted to make attachments relate to detail line items.  So back in the setup screen, we'd select GLTran and SL would know to relate the attachments properly.

    If you don't have customization manager access you can utilize the Report Guides from CustomerSource, the Schema available in Online Help (press F1 in SL), edit a Crystal Report, or come here and post a question.  Hope this helps!

    Q7Pa2AqQXGGmbj1wrcRQ_Attachments.png

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    Joe Miller
    Director of Systems Architecture
    Harrison, Walker & Harper
    Paris TX
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  • 3.  RE: Attachments Configuration - Table Field

    BRONZE CONTRIBUTOR
    Posted 24 days ago
    In the past, I found that the best results were achieved by entering "DEFAULT" in both the Screen and Table fields, populating the "Existing Folder Location:" field, and leaving every other field blank.  Then scanning documents and placing them into their proper folders and finally attaching the scanned documents to the SL document as you are entering it.  This allows attached documents to "follow" the SL document within the module.

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    Kurt Bradley
    Bradley Consulting Group, Inc.
    Spring TX
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  • 4.  RE: Attachments Configuration - Table Field

    BRONZE CONTRIBUTOR
    Posted 24 days ago
    Monica,
    The best thing to do is to open the screen in customization mode (ctrl+alt+c) and identify the field you will be attaching to.  The field name before the (.) is the table name in the field properties (F4).  Here are some common fields:
    01.010.00 Journal Transactions  - Batch
    03.610.00 AP Voucher an Adjustment Entry - APDoc
    03.040.00 AP Void Check Entry - Batch
    03.250.00 AP Document Maintenance - APDoc
    03.270.00 AP Vendor Maintenance - Vendor
    04.250.00 PO Maintenance - PurchOrd
    08.250.00 AR Document Maintenance - ARDoc
    08.260.00 AR Customer Maintenance - Customer







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    Jenny Dinh
    CFO
    Noble Resources Corp
    Tampa FL
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