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Generic way of Attaching Documents on any Record of the Page in Microsoft Dynamics Business Central - Template Code

Problem Statement:

In Microsoft Business Central, there is a way to attach attachments only on Documents or Master Table records. But, what if this requirement is for other tables such as Opportunities, custom tables, etc.

Introduction:

I have seen many developers afraid to touch the attachment-related customization as it seems complicated.
Well, I have found a solution and here it goes.
In this blog, I'm attempting to create a generic template for code that needs to have an attachment feature on any table that you like using AL Code.
This means that you simply cannot copy-paste the same code for all the tables but a simple change in variable sub-type will ease your work significantly

Pre-requisites:

  • Microsoft Dynamics Business Central
  • VS Code
  • Al Language Extension

Source Code:

Demonstration:

1. How it works:
Document Attachment is a table which stores a few things that help in tracking information related to the attachment
Document Attachment Table Fields

The main unique thing that works for all the different tables is the TableID, Line No and No. fields.
Along with this, the document is attached through a stream inside a Media DataType.

There are 2 important functions
1. SaveAttachment2 : This function takes a few parameters RecRef for origin Table ID, FileName to
store the file name, Blob which will be imported a Stream in Document Reference ID Media type field,
Recs.No which will store the unique record for which the attachment is attached.
This function when the line has no attachment attached to it. This is done by checking if the field
Document Reference ID has no value.
SaveAttachment2


2. Export2: This function exports the attached BLOB to a file. This is done if the Document
Reference ID field has any value.
Export2

This is both functions are complimentary of each other and are trigger on FileName field DrillDown
DrillDown to Attach OR Export


2. Things that you need to change:
Either you are using the Generic Attachment Template code first time or mulitple times in the same project, you need to find //Change the Table Name Here----OLISTER and //Change the Page Name Here----OLISTER comment and replace your table name. Also, you will need to manage with the PageName and IDs. Read through README.TXT in the project.
README.TXT



3. Custom Attachments for multiple tables:
In the above case, I have created the code for the Opportunity Card page. I will repeat the same for Item Card Page.
Prior to Items Card Page
Make a copy of all the 3 Pages and change their names and Ids.

After adding a new set of pages for different tables

Change the Table Nos on the comment line //Change the Table Name Here----OLISTER and
//Change the Page Name Here----OLISTER
After changing Table Names
After changing Page Names
After changing Part Page Names

4. Output:
Finally, I got this.
Opportunities Attachment
Items Attachment

Conclusion:

Thus, we are successful in creating a generic code template for attachments.

Hope this helps!

Comments

Anik said…
What about the Temp Blob Codeunit. As it is not there in standard BC 14.0
Hi Anik,
TempBlob Codeunit in BC15.0 is the same as TempBlob Table in BC14.0.
You will need to upgrade your app to make it compatible with BC15.0.
Refer by Blog on this https://www.olisterr.tech/2019/12/Per-Tenant-Code-Upgrade-for-Business-Central-version15.html

For BC14.0 you can use TempBlob Table though.

Thanks.
Olister Rumao
Unknown said…
Thank you, it was very helpful!!
Unknown said…
Hi Olister,

This is very helpful thank you and have it successfully working for opportunities. I want to add attachments to the Lot No. Information (table 6505) and have made all the changes you suggest plus in a few places changed No. to Lot No. because the No. field doesn't exist in this table. Unfortunately it isn't working. The link in the drill down does nothing.

To test it I've expanded the list page to show the Table ID, No. and Line No. and both Table ID and Line No. are blank. If I manually enter the table number then the drill down works, the file uploads but doesn't link to the Lot No. and hence is not displayed in the list (but is in the Document Attachment table 1173).

The other difference I can see is that the Lot No. Information table has three fields (Item No., Variant Code and Lot No.) in its key.

Any help our guidance you can provide will be greatly appreciated.

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