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Attach File to Service Order or Quote

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Posted on by 212

Hi BC Guru's,

Is there any way to upload files to a service order or quote? 

We looked in the attachments and didn't see anything. 

  • Marco Donat Profile Picture
    Marco Donat 5 on at
    RE: Attach File to Service Order or Quote

    Hi Steve,

    I did this, but they only want to tell how you can extend the service order page with the drag and drop functionality.

    This functionality is present, but when you use it, you receive the message that the record is not open.

    Did you have an other answer?

    best regards,

    Marco

  • Suggested answer
    Community Member Profile Picture
    Community Member UG Leader on at
    RE: Attach File to Service Order or Quote

    Hello,

    Consider emailing Insight Works to see if they can add the DocXtender to the Service Order. They will tell you if it can be done.

    Thanks,

    Steve

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,395 on at
    RE: Attach File to Service Order or Quote

    Hi

    The only one is the paid app named Clever Document Link. See the link in my first comment here. 

    My suggestion is to contact micro-app (they have free version/see link in my first comment) and see if they can add it to their app. 

  • O3I Profile Picture
    O3I 212 on at
    RE: Attach File to Service Order or Quote

    Thanks for the responses!

    I have tried DocXtender but it does not support Service Orders.

    Is there any extensions or add-ons that can be used to add attachments to Service Orders? Would prefer not to go the customization route.

  • Suggested answer
    Community Member Profile Picture
    Community Member UG Leader on at
    RE: Attach File to Service Order or Quote

    Hello,

    Adding to MahGah's reply... Use DocXtender as the Attachment Fact Box will is not supported on the Service Order/Quote pages.

    www.dmsiworks.com/.../

    Thanks,

    Steve

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,395 on at
    RE: Attach File to Service Order or Quote

    Hi

    I also checked and that option is not available on those pages. You may need a small customization for that. See below article as an example  https://yzhums.com/11177/  or   

    I also can see this idea which is under review. If accepted Microsoft will add it to those pages  https://experience.dynamics.com/ideas/idea/?ideaid=2e74ac75-f240-e911-867a-0003ff68b621

    If you want to avoid small development the other option is to use free app such as Drag & Drop or DocXtender (Navxtender) and ask app developer to add it to those page. Even thought these apps are free sometimes developer is willing to do this

    https://micro-apps.com/drag-and-drop-installation-instructions/

    www.dmsiworks.com/.../

    I know the following app has it available on those pages but it is a paid app. 

    appsource.microsoft.com/.../PUBID.tecman|AID.clever-document-links|PAPPID.a7359d55-e70d-488d-8fc9-0b5cef655f6e

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