I explained the function to attach a document to a sheet in the explanation of document management, but how to use the sheet more document management by displaying only the line with the attachment file and its parent line using the row filter on the sheet. I will explain.
Suppose you want to use it more document-managed by selecting only the line with the attachment and its parent line in the sample sheet above.
Utilization of row filters
The row filter is a special filter that allows you to filter rows by the following criteria:-Whether there is an attachment-Whether there is a conversation-Whether the line is locked-Whether it is a critical path (only for Gantt view) Here, the parent line is included so that the structure can be understood, provided that there is an attachment.
If you click "Apply" to apply a filter, only the lines with attachments will be displayed, and you can use it more specifically for document management. (Here, it is displayed in the grid view.)
