Add capability to pull Lists on Attachment Tags
The ability to use Tags on Attachments is good for categorizing; however, we need the capability to pull Constituent Lists or Attachment Lists based on Tags - otherwise, why have Tags? For example: we use Tag = News Story on an Attachment. We'd like to be able to pull a list of alumni who have been in the news during a specific time-period, so it would make sense to pull using where an Attachment Tag = News Story.
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Heather Elsik
- Jan 15 2020
- Reviewed: Voting Open
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- +87
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Attachment fields to be added as filters in RE NXT Lists
Merged Since Attachments added in Web View are not visible in the Database View, they are not able to be queried. Adding Attachment fields to be used as filters in Lists would allow us to be able to "query" or filter based on Attachments.2 Reviewed: Voting Open
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Would love to be able to run a query on Tags used in the Attachments section
Merged After discussions with your team, we came to the conclusion that there is no way to create a query for Tags used in the Attachments section. For example, I created the tag "Profile" for any brief I created and uploaded to an RE account but I am un...1 Reviewed: Voting Open
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Filtering for records with Attachments in web view
Merged Currently there's no way of filtering for records with Attachments in the web view like you can for Media in the database view.2 Reviewed: Voting Open
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Please include attachment tags in the general consituent tags for lists
Merged It is currently impossible to pull a list together of people with attachments that have a particular tag. Since attachments loaded in NXT do not show in the database view I have double hit by not being able to query on this data. If I'd realized t...0 Reviewed: Voting Open
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Query/List for Attachment Tags
Merged Would love to be able to pull data on tags for attachments so we can streamline our tagging. This is possible in RE7 by 'Type,' but not in NXT and any attachments uploaded to NXT do not flow through to database view.0 Reviewed: Voting Open
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View a list of Attachments in NXT
Merged It would be nice to be able to run a List in NXT regarding Attachments! Since the media tab in RE and the Attachment tile in NXT do NOT communicate, this feature will be useful. I don't know about you all but, this is where I like to store pledge ...1 Reviewed: Voting Open
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Add Attachment fields to the filter options in Lists
Merged Please add filter and criteria options in Lists for the fields associated with Attachments - Attachment name, Attachment tags, and Date. The type of Attachment it is (as in Constituent, Action, Gift, etc) would be highly useful as well. Since the ...2 Reviewed: Voting Open
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List/Query Based on Attachment in Web View
Merged We really need some sort of way - either through List or Query - to isolate records that have an attachment on them. For example: I've inherited a database in need of some serious TLC, and one of the tasks at hand is to remove garbage records from...1 Reviewed: Voting Open
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Create a list in web view to show all constituents with attachments
Merged Attachments created in web view do not show in database view, therefore cannot be queried on. It would be very helpful to find out which constituents have attachments in web view via lists. If a document is saved in web view as an attachment, the ...5 Reviewed: Voting Open
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Attachment Tags should be able to be used in queries and lists.
Merged There is no way to pull a query based on attachment tag type, and this is how we have been categorizing new media in NXT as it is the most straight-forward approach. Now that we are looking to pull this information into a query, we are realizing w...1 Reviewed: Voting Open
Related ideas
We need this functionality to ensure our attachments and media are properly backed up. We were told that NXT would not back up our attachments and yet there is no way to group them!
We've been running into a similar issue where we would love to be able to query on/search/pull attachments into a list based on their tags so that we can find trends of attachments or know which gifts or people have them. To be able to find if we've uploaded gift agreements (a tag we have) or redacted check scans of big gifts (another tag) is just not possible right now, so having some means of being able to locate and sort through these tags would be useful, especially if we're trying to do a cleanup or standardization process around all media files or attachments brought into NXT from DBV and moving forward as we continue to update more. I know this might be something that is being held off until everything from DBV has been put into NXT, but it feels really strange to be able to use a feature with no way to find information from that feature without knowing exactly where an attachment lives.
Yes please! We have been using tags to categorize in NXT as it is the most straight-forward approach to know what media file types we are saving. This is useless without the ability to pull a list and/or query.