Allow ADDITION of 'Aprimo DAM Assets' from the Activity level

Diana Fournier 2 months ago in Productivity Management updated 4 weeks ago 4

I thought we had written this up previously but I cannot find the topic to amend, so will add another one.  This is critical for our workflow as Project Coordinators often upload forgotten documents manually on-prem and then attach them to a review task manually.  This may sound like an edge case, but it happens daily in our business as we have more than 1100 projects in flight at a time.

We definitively need the ability to:

1) Add an 'Aprimo DAM Asset' at the ACTIVITY level with a 'New' button - just like regular Activity Attachments - and to specify an Attachment Type ("Main asset" "Concept" etc. whatever we have in our Attachment System Types) 

2) We need the ability SEE the Attachment Types in that 'Aprimo DAM Asset' grid (display the column and allow us the ability to EDIT the attachment type here as there is nowhere else to do that in the system)


Wanted to follow up on this one with a few more questions/comments.

1) When you add this file it would be placed in the same default classification as if it were uploaded from Workflow

2) I assume you would still want the option also browse the DAM and associate an existing record

3) The user would be able to set the type for the asset

Last, I would like to just add a point of clarification for others that might read this Idea.

Diana, you keep speaking about "Attachment Type" but just want to clarify that in this case what is really being discussed is the "Asset Type" which is a completely separate system type in Aprimo that is configured for typing and flowing assets through the workflow.  That would be the type field the user would set, etc.

Regarding the editing of the type field after the file has been added, can you give use cases for this?  I assume this is to correct a "oops" still by an end user?  The reason I ask is because changing this could have ripples or negative impacts.  IF for example, you change the type of an asset from "Concept to Main Asset".  If that asset when of type Concept has shown up on a review and been annotations/voted on etc, if you change that type to Main Asset and that type was not configured to show on that review, if you go back and look at that review again the file will just be missing now, it will seems to have disappeared.  Just want to confirm that everyone understand that and knows the impacts of making type changes to records that are already in the workflow.  I am guessing the need for this is again to fix an "oops" like the designer had two different document types to upload and they accidentally put one in the wrong location so it got typed wrong on upload and the PM needs to fix that?

Hi Eric,

1) Yes!

2) Maybe, but not critical for us

3) Yes! - either modify an existing asset's type or set a type when uploading a new asset

I mean the System Type "Digital Assets" in SaaS.

Yes it is ok that if they remove it that the annotations/votes would go with the removal.  We would control that with a business process.  And since it's just an 'oops' by the end user, we wouldn't have votes/annotations yet because the Project Coordinator would get their task and fix it first - so it even shows up on a subsequent review. 

Thank you!!


I agree, this is an important feature for project coordinators to have since those users are constantly adding additional attachments during projects. 

Critical at Arthrex