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 Attachments on work orders

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Bill Poelma's profile image
Bill Poelma posted 06-27-2025 14:16

Good Afternoon,

We have some locations that have many attachments related to the location and they all show up on a work order as an attachment, making it difficult to find a work order specific attachment.  Is there any way to keep the attachments on the location, but not have them all appear on specific work orders?

Thanks!

Steven Shull's profile image
Steven Shull

In Database Configuration on the WORKORDER object (as well as all the other objects like ASSET) there are relationships to the DOCLINKS table which control which records are surfaced. Every customer is different on which attachments are relevant to the technicians, and you can control this by modifying the relationship to add/remove objects as desired.

For the vast majority of customers, the relationship used is named DOCLINKS. If you remove the ownertable='LOCATIONS' piece, (IE: UNION ALL select doclinksid from doclinks where (ownertable='LOCATIONS' and ownerid in (select locationsid from locations where location=:location and siteid=:siteid))  ) you will prevent attachments from locations showing on the WO.

There is a MAXVAR (SYSTEMLEVELASSETDOCS) that you can configure in the Organizations application in the System Settings dialog (Create asset doclinks at system level) that would change the relationship to DOCLINKS_ASSETID. The difference here is when assets move across sites, the attachments would previously not be shown. The product was enhanced to use a different relationship that would show any attachments that had been attached to the asset in any site.