Skip to main content
Question

Sales Part Attachments

  • February 28, 2023
  • 4 replies
  • 42 views

Forum|alt.badge.img+1

In the Cloud application, is there a way to search Sales Parts by Attachment Count? 

 

4 replies

Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2840 replies
  • February 28, 2023

Possibly by adding a custom field that you use to search in. It might be slow though, unless you also can search on some other field to limit the number of hits.

Can you tell us a bit more about your use case and some example searches?

 

 


xeam-eran
Do Gooder (Customer)
Forum|alt.badge.img+6
  • Do Gooder (Customer)
  • 37 replies
  • March 1, 2023

Hi @cbakerchmm,

Maybe the document-object connections page can be useful (Document Management > Document Object Connections).

Perhaps perform a search based on the number of documents connected, or if an object has more the e.g. 2 document connected as in this example:

 

Then from the menu (three dots on the row) go to Details for the object.

/Erik


Forum|alt.badge.img+1
  • Author
  • Do Gooder (Customer)
  • 3 replies
  • March 2, 2023

When a Sales part has attachments there is the little circle with document count in it. I assume it is a field with an ID.  

 

Can it be used in an advanced search.   I need a list of Sales Parts that don’t have their attachments. 

 

 


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2840 replies
  • March 2, 2023

It cannot be used in an advanced search.

cbakerchmm wrote:

When a Sales part has attachments there is the little circle with document count in it. I assume it is a field with an ID.  

Can it be used in an advanced search.   I need a list of Sales Parts that don’t have their attachments. 

It cannot be used in an advanced search.

I suggest you create a quick report to find what you want. It should not be hard.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings