000034988 - Open Tasks/Activities fails to display attachments from related records in RSA Archer

Document created by RSA Customer Support Employee on Mar 30, 2017Last modified by RSA Customer Support on Sep 6, 2019
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Article Number000034988
Applies ToRSA Product Set: Archer
RSA Product/Service Type: Archer
IssueUnder the following conditions:
  1. Task Management is enabled for the application on the application's General Tab in the application builder
  2. The Open Tasks / Activities field has ben put on the layout
  3. The Open Tasks / Activities field has been modified to display the "Attachments" field from the task
  4. Tasks are created that contain attachments.
The following issue occurs:

  • The Attachments field in the Open Tasks / Activities section will display as empty from the record but can be seen when the task is opened.

CauseThis issue is caused by a known defect. It has been resolved in version 6.3+

Create the relationship manually and do not use "Task Management" in the application's General tab.

To create the relationship manually:

  1. Administration -> 
  2. Application Builder -> 
  3. Manage Applications ->
  4. (your app) ->
  5. Fields tab ->
  6. Create a new cross-reference field ->
  7. Target the "Task Management" application ->
  8. Include the attachments field in the "Display fields" of the cross-reference field configuration
  9. Turn off "Lookup" in the new cross-reference field configuration
  10. Put the cross-reference field on the layout 
  11. Configure the cross-reference field to include the attachments field from the tasks
  12. Use the created cross-reference field to create task records.