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A simple way to store in Teamdesk documents generated by Teamdesk
Hello Team,

There are many occurrences when we need to store a document generated by Teamdesk. For example an invoice.
In order to store it in Teamdesk, we can do it with an API / or by sending to ourselves... which a bit complex maybe.

It would be great to be able to have a simple command to store it in a File Attachment field of TeamDesk.

Kind regards,


Date Created
2/11/2019 4:23:18 AM
Date Updated
3/7/2019 10:17:29 AM
New Idea
Promoted By
jecki elbazreuterLouis dB
cooper collier Christof SulzerPierre
cooper collier  2/11/2019 11:29:37 AM
This can be currently be done. But it is not a simple menu choice. The way I do it,
- make a separate document table that links to your new table.
- turn on your email to database.
- email the document to your database, put the ID of the current record in the email tag. It will look like this 12345+[record id]@mailto....
- make a rule in the mailbox table. The rule creates a record in the documents table, copies the attachment to the file and the recordID to the reference column.

It takes 10-15 min for the system to process it, but it work nicely.

I can make a video later if anyone is really interested.

ps. If you wanted it to show up quicker... I am pretty sure it can be done using the rest API. In some ways this may be easier. Once you learn REST.

Jorge Solá 3/7/2019 10:17:29 AM
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