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TOPIC: How to copy Account>Documents into the Project Module

How to copy Account>Documents into the Project Module 4 months 3 days ago #69269

  • scurry7
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Apart of my sales process is after we get a signed agreement (quote) we upload the signed quote into the account documents, then create a project the the new order/agreement. My project manager needs to be able to see the signed agreement.

I would like to have the document sub-panel inside the project just as it is in the account of that customer (so my project manager does not have to leave the project to get a copy of the signed agreement)

Any help is appreciated B-)
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How to copy Account>Documents into the Project Module 4 months 2 days ago #69295

  • pgr
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In Admin / Studio, module Projects, add a Relationship to Documents module.

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How to copy Account>Documents into the Project Module 4 months 1 day ago #69321

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Thanks for your reply pgr.

When I did a one to one relationship I could not see the documents subpanel, so I did a many to many. now I see it, but when I create a document from the Account page, it does not show up on the project page. And vise versa when I create a project document it does not show up on the account document sub panel.
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How to copy Account>Documents into the Project Module 4 months 1 day ago #69322

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That is correct, these are two separate relationships and they need to be created one after the other.

You can try to automate this with a Workflow or a Logic Hook.

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How to copy Account>Documents into the Project Module 3 months 3 weeks ago #69617

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That seems a little beyond my ability for now. What I did as a workaround is create a relate field where we choose the account for each project, then its a one button click to the account page for that customer and I'll just use the documents sub panel to access documents.

thanks for your input pgr.
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How to copy Account>Documents into the Project Module 3 months 3 weeks ago #69628

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Even better!
I added another document relate project page and mark it required. That way before we can create a project we have to have a order document. This actually works better for our workflow than my original request.

where there is a will there is a way :silly:
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How to copy Account>Documents into the Project Module 3 months 3 weeks ago #69636

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I am glad you got it working! Cool B-)

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