on 2021 Aug 21 11:25 AM
Hello,
We have enabled the DMS object link documents on both Notification and Work Order.
My question is, is it possible when we create a notification, can the documents be copied over to the work order?
Has anyone done this?
Regards,
Nazarene
Request clarification before answering.
Instead of copying the documents, you could add an Object Link in the existing DMS document to the associated object (e.g., document is created in the notification first, then add the order as an object link so it shows assigned to both the notification and order). This would prevent duplicating documents and still solve your issue.
Also, on the PM order, in the Document Assignment section, there is an option to Show Documents of Dependent Objects. Activating this option will show the DMS documents linked to the notification associated to the PM order you are reviewing so you can see documents that are associated to both the PM order and notification in one place.
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Hi Tyler,
Thank you for that.
We wanted this process to be automated. The requirement for this is to make documents to flow over the work order, probably a pop-up box will help to selectively copy over the documents and later on to be assigned per Operation (if we are to use custom logics for this).
Regards,
Nazarene
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