Can't download attachments in Report View

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4 comments

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    Cory Lowman

    AgilePoint support, can we get an answer on this please? The upload files control in the subform is inoperable when a user clicks on a report view, and we're trying to enable it so users can still access the files attached to that form instance.

    Thanks,

    Cory Lowman

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    Julien Condomines

    Hi AgilePoint support, 

    Same problem here impossible to download files in the eForm reports view, which is a huge handicap for the users and slow the business ! 

    Help would be really appreciated,. 

    Thanks, 

    CONDOMINES Julien

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    Jason Wells

    Hello Julien,

    Sorry for the delayed response. We can achieve this solution by creating a manual Report View within our process. I would suggest creating this in a separate test application first. I will provide some steps and images below.

    1. Create a new eForms activity, Report View, based on the eForm that you want to be a report view. (see image below).

    2. Edit the new Report View configuration, and because it is a report view, we want to disable all controls except for the File Upload control. We can do this with bulk edit. (see image below).

     


    3. Edit the configuration for the File Upload control to “View and Download Files.” For this specific example, because we are making this a report view, we don’t want users to add or remove files. (see image below).

     

    4. Save and Check In the new Report View eForm.


    5. Edit the properties of the Start Task activity to disable the automatic report view. Set “Report View” to “False” (see image below)


    6. Edit the properties of the new task activity, Report View, and set “Report View” to “True” and “Auto Complete” to “True”. (see image below).

     

    Your new manual report view will give you the ability to view and download files as well as change other fields around as well if needed!

     

    Let me know if you have any questions or need additional help.

     

    Thanks,

    Jason Wells





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    Julien Condomines

    Hello Jason, 

    It seems to be working well, we are still testing to make sure we didn't made any mistake but i think it will be ok. 

    Thanks for the solution ! 

    Best, 

    CONDOMINES Julien

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