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 Modifying Attachment Filenames

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Brian Legemaate's profile image
Brian Legemaate posted 08-17-2022 05:00
We have a requirement to audit certain Work Order tasks generated from a PM.  (Statutory and Insurance type activities).  When you have 100 checks to audit, it is tough to find the required attachments from each individual WO. It is easier to login to the Maximo server and downlead the attachments folder with all 100 attachments and sort by filename.  In order to easily identify the files, we would like to add the PMNUM to the attachment filename.  E.g. I may have a PM123 to pressure test the boilers.  When I scan in and attach the document "Boiler Pressure Test Certificate" I want Maximo to add the PM number so the file on the server is saved as "PM123 Boiler Pressure Test Certificate".  Maximo does affect the filename if you load two documents of the same name, Maximo adds a unique code to the filename to make it unique.  I just want to manage this process.  Any ideas?  I have tried adding the PM field to the filename URL, but Maximo then precedes the URL name of "C:\doclinks" with the name and I get "PM123 C:\doclinks\Boiler Pressure Test Certificate.pdf" instead of "C:\doclinks\PM123 Boiler Pressure Test Certificate.pdf" which is what I want.
Jason Uppenborn's profile image
Jason Uppenborn
If you're willing and able to do automation scripting, you have a few options.

It doesn't sound super time-sensitive, like the user attaching the document cares to see that it was renamed via upload while they are watching. Therefore, I think I'd be inclined to let Maximo do what it does and then have a daily escalation against PM that looks for FILE attachments that don't have the PM number in their name and invokes an automation script to "fix" that problem -- to rename the file and update the DOCINFO.URLNAME.

Alternatively, you could put a launch point on DOCLINKS.Save.Add.AfterCommit (with a filter to only fire when ownertable = 'PM') that does effectively the same as the Escalation discussed above, but more real-time.

There may be other scripting options, too, like launching on attribute DOCINFO.URLNAME, but those may get messy and problematic.

I hope that helps.