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attach external files to customer

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    #1

    attach external files to customer

    Ive got a customer list and want to attach external files to it as soon as I receive them.

    i.e. I've got a customer called KRB with a defined fax nr and email address recorded. As soon as an email or fax arrives a copy needs to be send to a file connected to KRB. If that folder doesn't exist, it needs to be created automatically in a previously disigned folder (i.e. C:\program files\KRB). As soon as I open the customers form I would like to get an overview of the received documents obtained from this customer.

    Would there be someone how could give me some solutions?

    Thanks a lot!
    Evert
    Tags: None
    #2
    Re: attach external files to customer

    Hi Evert

    try the FILE.WATCH_CREATE() function

    Andy

    Comment

      #3
      Re: attach external files to customer

      Hi Andy,

      could you please explain the process to create this function. just started with alpha 5.

      thanks
      richard

      Comment

        #4
        Re: attach external files to customer

        Hi Richard,

        I will dig out the program I did and email you a copy. Please send me your email address

        Andy

        Comment

          #5
          Re: attach external files to customer

          Hi Andy,

          That is a pretty neat function. Never looked at it before in the CHM.

          Thanks for asking the question Evert.

          Ed

          Comment

            #6
            Re: attach external files to customer

            Ed,

            A caution: Data is not best stored in Program Files. there are lots of threads here on that one.

            dave
            Dave Mason
            [email protected]
            Skype is dave.mason46

            Comment

              #7
              Re: attach external files to customer

              Hi Andy,

              my address is [email protected]. i dont plan on storing anything in the programme. i am looking for something that can add directory files (word and pdf files) into a table and then be able to link back to them from within the table using the browse onrowdblclick event. the idea being that a user can locate any stored file for each customer without having to use windows explorer and navigate to the document.

              i would like to progress this a little further and have reports and letters generated within the programme auto saved to a folder created for each customer, to save the user from having to save manually and then attach as per my initial intentions.

              any ideas on the first most appreciated and on the second a bonus.

              thanks

              richard

              Comment

                #8
                Re: attach external files to customer

                Code:
                [FONT=Times New Roman]'Execute inline Xbasic code.[/FONT]
[FONT=Times New Roman]'Run a custom Backup job.[/FONT]
[FONT=Times New Roman]dim drivename as c[/FONT]
[FONT=Times New Roman]DIM comment_text as c [/FONT]
[FONT=Times New Roman]comment_text = "Backup the Data"[/FONT]
[FONT=Times New Roman]DIM Shared  drivename as c [/FONT]
[FONT=Times New Roman]drivename = ui_get_list("Select a drive","A:","B:","C:","D:","E:","F:")  ' could designate drive and folder.[/FONT]
[FONT=Times New Roman]dim global themasterpath as c[/FONT]
[FONT=Times New Roman]themasterpath = a5.Get_Master_Path()[/FONT]
[FONT=Times New Roman]if len(alltrim(themasterpath)) = 0 then[/FONT]
[FONT=Times New Roman]    themasterpath = A5.GET_PATH()    [/FONT]
[FONT=Times New Roman]end if[/FONT]
[FONT=Times New Roman]copy_folder(alltrim(themasterpath) ,alltrim(drivename) + "\bigsave") ' <-Bigsave could be your new folder[/FONT]

[FONT=Times New Roman]Note:[/FONT]
[FONT=Times New Roman]you could augment this procedure with copy_files() thus creating a folder if it does not exist and then copy the file[/FONT]
[FONT=Times New Roman]to the folder[/FONT]
                This is my backup routine. With a little work you could put your files whereever you want and retrieve with built in code.

                Dave
                Dave Mason
                [email protected]
                Skype is dave.mason46

                Comment

                  #9
                  Re: attach external files to customer

                  Originally posted by richard2007 View Post
                  i am looking for something that can add directory files (word and pdf files) into a table and then be able to link back to them from within the table using the browse onrowdblclick event.
                  If you store the path and name of a file for which windows has a resgistered "program used to open that filetype" in a field in a table, all you need for the code for the onrowdblclick is

                  sys_open(columntitle.value)

                  where columntitle is the heading for the field that stores the file drive_path_name_extenstion as it appears when viewing the browse (not necessarily the field it represents)

                  If the browse is embedded on a form then you will need

                  browseobjectname:columntitle.value

                  For a simple test, create an excel file in the root c:\ directory named demo.xls. Open a browse in view mode. In a text field store c:\demo.xls, note the column title of the text field chosen. Open the browse in design mode, Choose Browse menu, Events, Onrowdblclick, code as indicated above.

                  Save the browse, double click on the row where you entered the file information.
                  There can be only one.

                  Comment

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