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How to Use File AttachmentsThis help topic is designed to instruct you on the steps needed to set up and use file attachments.
The following subtopics (in the sections below) are available:
Configuring File Attachments for a Table You may configure file attachments for a table by creating an expression column in the metadata. If this is the first time the File Attachments feature is used for an application, the following prerequisites need to be satisfied:
The following list identifies how to configure file attachments for a table:
Using the File Attachments Feature from the Results Section of the Search Page Personalizing the File Attachments feature in the search results allows you to perform the following operations:
The Attachments field displays the number of files currently attached to each record displayed in the search results. If there are no files attached to a record, the Attachments field is set to a hyperlinked value named Add. If you hover over the number of attachments, a preview window displays the list of attached files.
When a large number of attachments are available for a single record, the preview window includes a scroll bar. Press the Shift key and hover over the number of attachments to force the preview window to stick to the screen, thus enabling you to scroll through the attachments. Click the value displayed in the Attachments field to interact with the files through the File Attachments widget, as displayed below. When a large number of attachments are available for a given record, the widget includes a scroll bar that enables you to scroll through the attachments.
To open or download a file, click the hyperlink of the file you wish to open or download. The content disposition assigned to the file type in the Internet Media Types resource determines the system's behavior when the hyperlink is clicked. If you wish to delete an attachment, click the Delete icon (usually, an x) displayed on the right-hand side of the record containing the attached file you want to delete. The Browse action opens a file explorer in order to let you choose which file to attach. The widget refreshes once the file has been uploaded.
Using the File Attachments Feature from the Details Page Personalizing the File Attachments feature in the Details page allows you to perform the following operations:
The File Attachments feature is rendered as a widget that allows you to interact with the files. It is the same widget that is displayed in the search results when you interact with the attachments of a record. When a large number of attachments are available for a given record, the widget includes a scroll bar that enables you to scroll through the attachments.
To open or download a file, click the hyperlink of the file you wish to open or download. The content disposition assigned to the file type in the Internet Media Types resource determines the system's behavior when the hyperlink is clicked. If you wish to delete an attachment, click the Delete icon (usually, an x) displayed on the right-hand side of the record containing the attached file you want to delete. The Browse action opens a file explorer in order to let you choose which file to attach. The widget refreshes once the file has been uploaded.
The File Attachments feature includes the following security constraints:
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