Documents tab in Opportunity

[bbouthillier]

Hi!

I need information about create an attachement in the documents tab for an opportunity...  

Thanks!

[mwood]

I had thought there was an overload for create history that accepted an opportunity list, I didn't see it but I believe you can assign a new history to an opportunity like this:

History h = ActApp.Actframework.Histories.CreateHistory();

h.OpportunityList = myOppList;

[bbouthillier]

Doesn't work..  This is for creating an History with an Attachment...   I'm talking about the Documents Tab.. Where you can add a file or a shortcut..

Thanks

[mwood]

I understand, the documents tab and the items on it are just a type of history (Library Document)

[bbouthillier]

Yes.. It was my misunderstanding.. sorry... 

Opportunity op = ActFrmwork.Opportunities.CreateOpportunity();

op.Name = Description;

op.UpdateContacts(new Guid[] { new Guid(ContactID) }, new Guid[] { });

op.Update();

Attachment att = ActFrmwork.SupplementalFileManager.CreateAttachment(AttachmentMate.History, @"fullPath", "fileName", false);

HistoryType histType = new HistoryType(SystemHistoryType.Library);

OpportunityList oplist = ActFrmwork.Opportunities.GetOpportunityAsOpportunityList(op);                    

History h = ActFrmwork.Histories.CreateHistory();

h.OpportunityList = oplist;

h.ActivityClearedId = Guid.Empty;

h.HistoryType = histType;

h.StartTime = System.DateTime.Now;

h.EndTime = System.DateTime.Now;

h.Regarding = "a";

h.Details = "";

h.Attachment = att;

h.Update();

Now i'm getting Unable to insert a history...  at h.update()

Thanks

[bbouthillier]

For debugging purpose.. i try with a Contact instead of an Opportunity... and take a constructor..   and everything works great...  

Act.Framework.Contacts.Contact con = ActFrmwork.Contacts.GetMyRecord();

History h = ActFrmwork.Histories.CreateHistory(con, Guid.Empty, histType, false, System.DateTime.Now, System.DateTime.Now, "a", " ", att);

Thanks

[bbouthillier]

And now...  if i use this constructor..

Attachment att = ActFrmwork.SupplementalFileManager.CreateAttachment(AttachmentMate.History, @"fullFilePath", "fileName", false);

HistoryType histType = new HistoryType(SystemHistoryType.Library);

OpportunityList oplist = ActFrmwork.Opportunities.GetOpportunityAsOpportunityList(op);

Act.Framework.Contacts.Contact con = ActFrmwork.Contacts.GetMyRecord();

Act.Framework.Contacts.ContactList clist = ActFrmwork.Contacts.GetContactAsContactList(con);

History h = ActFrmwork.Histories.CreateHistory(con, op, Guid.Empty, histType, false, System.DateTime.Now, System.DateTime.Now, "a", " ")

h.Attachement = att;

h.Update();

it's work!  but..  i got the file added to the Opportunity and the Contact..  so i have 2 copy of the file...

[mwood]

Alright, so it looks like the issue in your first attempt was that no CreateUser had been assigned, I also believe that'll you'll need to assign the ManageUserID (or you could enter either of these by name). Based on the exception I got trying to run your code sample we'd be violating a foriegn key contraint creating a history that had no contacts associated with it.

[bbouthillier]

It work!  Like you said, we need to assign the CreateUserID property..   and the ManageUserID is not needed!

Thank you very much for your help!