TeamDesk Knowledge Base & Support

   Home      FAQ      Forum      Idea Exchange      Ask a Question      My Stuff      Help   
How to attach a newly generated Document to the current record
Hi, one of my clients has an Action of type Email Alert which generates a Document and attaches it to an Email. They would now like to attach (upload) that newly generated document file to the TeamDesk record that generated the document.
Do I need to use a Call URL action for that? If so, can someone help me with the code to get it from the user's "Downloads" folder to the correct record and field in the database?
We have a File Attachment field called "Letter Document" where the document needs to be stored.
I know they can manually upload it from the Downloads folder, but ideally they would prefer to have it done automatically.

Any help much appreciated. Thanks. Luison

Luison Lassala
Date Created
3/1/2022 9:29:52 AM
Date Updated
3/1/2022 12:18:36 PM
cooper collier  3/1/2022 9:55:28 AM
The easiest way I have discovered to do it is using the mail to database feature.
Essentially you send the document out of teamdesk and then it comes back in.
Users have to know that it can take 10 to 30 minutes for the process to complete.
I use this process on many databases, practically all of them, it works excellently.
Luison Lassala 3/1/2022 11:19:00 AM
Thank you @cooper collier - I will go with Scott Miller's suggestion to use a URL formula column for the generated document. It works instantaneously!
cooper collier  3/1/2022 11:57:14 AM
He did not put the suggestion in this post.
Can you send it my way, I would love to learn something new!!!

Luison Lassala 3/1/2022 12:18:36 PM
For some reason there is a duplicate of my original post, and your Comments and his appear on different Topics.
If you go back to Search results you should see both entries.
Here is the URL anyway:
Back to Search Results