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Opportunities and attachments

  • 1.  Opportunities and attachments

    TOP CONTRIBUTOR
    Posted May 14, 2019 09:00 AM
    Does anyone know if there is an easier way to determine if a user uploaded an attachment/document under Opportunities using the document selection (not NOTES) instead of manually looking? I have about 2,000 contracts to research to see which ones have nothing uploaded under opportunities or contracts so the user can go back and correct.

    I know I ran a query when looking for attachments to Notes but wasn't sure if I could do something similar in this case?

    thanks!

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    Heather L
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  • 2.  RE: Opportunities and attachments

    SILVER CONTRIBUTOR
    Posted May 14, 2019 02:58 PM
    Hi Heather,

    This simple AF query should get you started.



    We have are Documents stored in Sharepoint so I'm using the Document Location criteria but there is also a Documents Regarding option as well.

    thanks

    Eric

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    Eric Veneziano
    Sales System Analyst
    Minitab, Inc.
    State College PA
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