Post

3 followers Follow
0
Avatar

attaching files

when I attach a file against a task within a project why is this document not visible on the top level project view. I thought that the top view of the project would show all documents that have been associated with the project. A roll up from the task level.

Thomas Petersen Answered

Please sign in to leave a comment.

5 comments

0
Avatar

Hi Thomas,

Unfortunately this is by design, however with some advanced configuration and usage of Custom Panels you may be able to achieve a similar use case.

Please reach out to your Customer Success Manager or attend one of our free Advanced Configuration Office Hours for guidance on what your options are.

Permanently deleted user 0 votes
Comment actions Permalink
0
Avatar

Hi Tom Do

I have installed the app, it is working good for the new attachment of files but i need roll up for existing files also. may I know is that possible?

Thanks

 

 

Rajinikanth 0 votes
Comment actions Permalink
0
Avatar

It is possible, but you would require creating a different customization (I would recommend talking to your PS Consultant or CSM since we don't have an pre-built app for this).

Josh Santos 0 votes
Comment actions Permalink