is there a way to see what transactions a document...
# administration
j
is there a way to see what transactions a document is attached to when you're viewing the file in the filing cabinet?
s
as far as I can tell there is no way to do that yet from the file/document record. Looked in reverse method by doing a transaction search -- use the double join for "File..." to select file name, owner, date etc, along with document number for the transaction. Make sure to put this in criteria - file:Name not empty. It should yield a search with transaction ID with their associated /attached files. Give it a shotnetsuite
a
@Sam-I-Am This is a great solution. But the link does exists, true? If you view the file tab on a transaction, you can see an associated "Remove" link next to each attached file. When you "remove" the file from the transaction, it disappear; however, it does not get deleted from the file cabinet. I just think the link is not made visible in UI. Just a guess though.
s
File join does allow you to pull the URL of the file, if use this field you can get the link
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