web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Document Attachment using table Insert/Macro?

(0) ShareShare
ReportReport
Posted on by 18,306

Hello Team,

Can anyone please guide me how can I insert the documents into "Document Attachment" screen?

Any help on this is highly appreciated.

Thanks much
Sandip

Categories:
I have the same question (0)
  • Suggested answer
    Derek Albaugh Profile Picture
    on at

    I'm not aware of any macro that would insert/add documents into the Document Attachment Manager window and/or corresponding tables and we don't support importing directly into GP tables via SQL for the most part.

    The Community may have some examples they've used to do such a thing, that they can maybe share.........

    Thanks

  • David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    14,095 Most Valuable Professional on at

    HI Sandip

    Where is the source data coming from?

    It might be possible to use GP Power Tools - Developer Tools module to drive the user interface to import the data for you.

    Regards

    David

  • sandipdjadhav Profile Picture
    18,306 on at

    Hello David,

    Much appreciated for your reply.  Source data will be in shared folder for image and excel/csv file will have path of image for each invoice. 

    Please advice.

    Thanks much
    Sandip

  • David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    14,095 Most Valuable Professional on at

    Hi Sandip

    If there are manual steps you can do via the UI to perform what you need, then you can use GP Power Tools to automate those steps.

    Regards

    David

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 544 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 450 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 250 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans