![]() ![]() ![]() So ideally I could export those files to a Dropbox folder for archiving after they have been processed in Coda. I know these files will not be able to stay in Coda forever due to size limitations. And although I could use 3rd party forms, none of them had the advantage of using Lookups and Filters for searching and selecting an open purchase order, current Vendor, etc. Since Forms only support uploading to the attachment features, I started using that instead of Dropbox. With the form, I could have them fill some of the initial attributes and then our bookkeepers could complete the additional ones and process it through Zapier. This updated file name made it a lot easier to browse past or archived expenses in Dropbox and to quickly navigate to the original file when reviewing an expense in our accounting software.Īfter Coda forms were released, I created an expense form that our employees could add expenses to instead of adding them to a Dropbox folder. Processed files would go from looking something like… %2010.40.52.pdf…to something like… 2021_01_01_Walmart_67345_ID4354.pdf by using Coda’s concatenate and format formulas as well as Row ID. That way, any files that were in the synced Dropbox folder pack would still be pending processing. It would process by sending the information to Zapier and from there Zapier would upload all the necessary information to our accounting software and it would then rename the original Dropbox file with attributes from Coda and move the file to a different folder. After all the attributes had been added, a button would be enabled that allowed them to process. We then synced that Dropbox folder through a pack on Coda. To do that, people were adding files to a Dropbox folder. I also use it to keep them out of our primary accounting software. I have our bookkeepers process those expenses in Coda because I can use lookups and custom filters to ensure things properly get coded. As a company, we have several hundred expenses every month. ![]() The only reason I am wanting to use the Coda attachment feature is for the custom attributes, as well as making use of Coda forms.įor instance, one application is for our expenses. Thanks for the reply This is actually my exact goal though. ![]()
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