Is there a way to see who uploaded attachments in RE NXT?

JoAnn Strommen · March 11

On constituent record, I found 3 uploads/links to the same document. Is there any way to see who is uploading the attachments. One file is sufficient. ☺️

Do uploads from other areas like opportunities display on main record? Did they come from there?

Dan Snyder · March 12

@JoAnn Strommen Uploads from other areas DO NOT show up on the main record. I have uploaded documents via the media tab in database view and a day or so later went to find it on the attachments tile and discovered that it only lives on the opportunity record. I believe this applies to action, fund, gift, etc. attachments as well.

That doesn't answer the question about seeing the upload offender 😀 in your case though. I don't think it is currently possible to see who uploaded.

Joe Moretti · March 12

Media uploads to Opportunities/proposals will appear in the media tab. Also when someone uploads a file, it should have the author credentials to it, at least in Database View.

JoAnn Strommen · March 12

I guess the "author " field did not transition to web view.

Thanks @Dan Snyder & @Joe Moretti Wow, will have to figure out and set a procedure so uploads can be found by everyone.

I'm looking at files uploaded in web view so they don't show in db view. 😞

Apparently the "author " field did not make it web view to be renamed 'uploader'.
Bunch of ideas in idea bank but couldn't find this specifically.
I found this in idea bank about limiting tags

RENXT-I-2703
https://community.blackbaud.com/categories/blackbaud-raiser-s-edge-nxt-ideas

Added this one RENXT-I-9605
https://community.blackbaud.com/categories/blackbaud-raiser-s-edge-nxt-ideas

Votes appreciated.

Joe Moretti · March 13

Since I do not use RE NXT that much, I did not realize that the author tab for media did not carry over to RE NXT.

JoAnn Strommen · March 13

😊Db view is still my go to but trying to do more in web. Posed question to our staff about where to upload with pros/cons of each. As only a few of us work much in db view, we're going with uploading in web view due to ease of upload and ease of viewing document. Having to trust BB will continue to work on preventing loss of attachments if there's a crash.

It sure would be helpful to see who uploaded doc.

Joe Moretti · March 13

Since many of us still use DB most of the time, we do not upload media in Web View, since it does not carry over to DB as it carries over to Web View from DB.

Alex Wong · March 13

https://community.blackbaud.com/discussion/comment/311829#Comment_311829

if you haven't already, might want to put into IdeaBank if there isn't already one. I checked the SKY API around attachment and did not see any info on uploader. So either BB is not connecting/storing that info, or not exposing it, I hope it is the latter as it will be easier to just display something they already saved.

JoAnn Strommen · March 16

My post from March 12 has link to one idea I found and the one I added to idea bank.

Is there a way to see who uploaded attachments in RE NXT?

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