Associating uploaded documents in a request with specific tasks in a project

Question

Hi all,

with the restriction of only being able to attach douments in one place to a request - causing issues when that request 'sporns' several tasks and so the attached document can't be 'attached' to the right task ...

has anyone got any workarounds .....

The only 1 I can think of is allowing the requestor to add the document name in a dedicated text field for that part of the request, and using FUSION to find that document (by name) and move/copy it into the created task when it becomes a project.

Any other ideas ???

Thanks

Sven-iX · Accepted Answer

Hi @geraintjo

you're on the right track: this will require Fusion. And since there is no foldering/tagging of the files that get attached to a form I can see the difficulty of knowing which doc to attach to which task 🙂

As for providing fields for the user to enter a name - either it's a free-form text field (typo means I can't find the doc) or, you have them upload the docs first and in the request form, use an external lookup to provide a document selector.

Can you enforce document naming to be consistent? Then you can use naming conventions to figure out where to put which doc. I'd start there.

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