ATTACHMENTS Window

 

Sample Attachments Window

 

The Attachments Window opens when you click the Attachment Button  found in the lower left corner of all APPLICATION MAINTENANCE WINDOWS as well as all setup windows. This window allows you to associate one or more third-party files with a particular record or setup window.

There are two basic ways of linking a file as an attachment:

1.     Drag and drop a file from a folder to the Attachments Window. If the type of attachment that you link has not been established in the ATTACHMENT TYPES WINDOW, you will need to select a value manually from the Type Field.

2.     Add a line to the window and use the default Attachment Icon  to open a Browse dialog box, which allows you to locate and select the file(s) you wish to attach. (Certain attachment types, as established in the ATTACHMENT TYPES WINDOW, open default folders. Selecting one of these attachment types before clicking the Attachment Icon  will allow you to access a particular folder without the need for browsing for a file.)

NOTE

If you want all users to have access to attachments, attachment files should be stored in a location on a server to which all users have rights. An attachment type can be set up so that when users save changes in the Attachments Window, the system automatically copies the attachment file that has been assigned the special attachment type to a defined location on the server, thus making a local file available to all users. (Refer to the ATTACHMENT TYPES WINDOW topic for details.)

 

FIELD DEFINITIONS

 

Attachment

This field displays an icon that represents an attachment’s file type as defined for the current computer and user. If the computer does not have a default icon identified for a particular file, a generic icon will be displayed.

Clicking on a file’s icon opens the attachment.

If a file has yet to be linked to an attachment line item, the system displays the Attachment Icon . Clicking this icon opens a Browse dialog box, which allows you to locate and select the file(s) you wish to attach. (You can multiselect files in the Browse dialog box and link them all as attachments without adding new, blank lines.)

NOTES

}  When you click the Attachment Icon , the system opens your My Documents folder by default unless the value in the Type Field has a folder defined in the Default Path Field in the ATTACHMENT TYPES WINDOW.

}  Once you browse to add a file to an Attachments Window, the system will default to the last file location unless the Type Field is linked to a default path or the cache is cleared for the current user.

  

Description

This required field defaults to the filename of the current attachment, but you can modify it as needed.

  

Type

Use this required field’s drop-down list to select the file type of the current attachment.

After adding a file as an attachment, a value will default into this field if the file type has been established in the ATTACHMENT TYPES WINDOW, but you can change it as needed.

NOTES

}  If you select a value in this field that has a folder defined in the Default Path Field in the ATTACHMENT TYPES WINDOW before using the Attachment Icon  to launch a Browse dialog box, the system opens that defined folder.

}  If you select a value in this field before using the Attachment Icon , the system will automatically filter out all files that do not equal the selected file type from the Browse dialog box.

  

Attachment Pathname

This read-only field displays the path of where the current attachment is stored.

  

Attachment Filename

This read-only field displays the filename of the current attachment.

  

Note

Manually type a note for the current line item. When you place your cursor in the field, a drop-down note box will appear. You can also open a separate text notes window that has additional features by clicking the associated pop-up icon .

  

Date Added

This read-only field displays the date and time that the current attachment was added.

  

User Added

This read-only field displays the user name of the person who added the current attachment.

 

 

STANDARD BUTTONS

Save & Close

Closes the window and saves any unsaved changes to the current record.

 

 

Cancel

Closes the window and disregards any unsaved changes to the current record.

  

Save

This button saves changes made in the window.

 

 

Actions

This button accesses the standard list of Actions items, which include the ability to save, refresh, duplicate, and delete the current window. For details on the standard Actions Button menu commands, refer to the APPLICATION MAINTENANCE WINDOW BUTTONS AND TOOLS topic.

There are no special Action items available for this window.