Hi Roland12
As you say, we could wait to see what comes, but I'm not as hopeful as others, but we've been surprised before.
In the meantime, fearing the worst, I actually went ahead and prepared a written instruction document, which I could send to you, walking through the steps to make the described Automator Quick Action if you are interested. I was actually just trying to figure out a way to only send it to you first, to test the instructions and try it out. The reason, why, is I'd like to be able to see if it operates on a different OS rather than my Catalina and whatever Safari version you have on your system. Also, I don't know if the actual Automator software on other OS's has the same views that mine has? I'm suspecting it really shouldn't matter, but that is only my guess. But, so far, I can't figure out to how to just send a private message to you, before I were to post my instructions for all to see. LOL. I really don't think either of us would want to be sharing our actual emails in this forum, so if you know of a way that we could just send a message to each other using this community's system, we could proceed if you're interested. I haven't found a way as of yet. Otherwise, I'm not certain that me posting instructions without a test drive from someone else, would be beneficial to others, especially PC users because this isn't for them. They need to seek their own similar workflows. I'd just feel better about posting instructions with you testing them first. We have a lot vested already. I didn't include any screen shots with the instructions but they are thorough enough, in my opinion. I know they work on my particular setup, but as I mentioned, in the previous post, we all have different default settings etc.
I'd also want the community to understand that this is just a workflow using the resources we both have, meaning access to a Mac and using Safari. It's only a workaround with our systems. The workflow only comes into play once we have downloaded and saved the attachments. It is not specific to QBO. The workflow stands alone, as a choice, in fact our choice, from our Finder's right-click menu only. It will, in fact, actually take any kind of file we are interested in ....such as a pdf, jpg, png, or others, literally from anywhere in your Finder folders and/or subfolders etc that such a file is located. It just allows the attachment to be viewed in the browser, without any other steps, then makes the saved document disappear, to the Trash, without any aggravation.
It could be mishandled if a person were working on a completely unrelated file and accidentally clicked on the Action when, in fact they didn't want to. I know sometimes I select the wrong choice! What would happen is clear. It would try to display the file in the Safari browser and then remove it from where it was accessed and send it to Trash. That could mean a big oops! For me, I am able, to recover from the Trash, but not as a "put back" but I can copy the deleted file from the Trash and paste it back, but if I don't know where I just deleted it from, it possibly could become problematic, very quickly.
Summary
At this point, since I've already prepared the instructions, you're free to try them now, or wait, and waiting is okay by me. However, in the event that you'd like the instructions, I'd prefer to find a way for us to only send private messages at this stage, using this site, to test the workaround, for reasons discussed above.
Regards Old Toad
