The attachments component allows Method users to attach one or more files to a record. There is a 50 mb/attachment limit and 10gb/account.
In the above example, three files have been attached, with an area below to add more files.
The purpose of the checkbox is for the user to include it in email, if an email is being sent from this screen. For example, if you are viewing an estimate and wish to email it to the customer, any attachments attached to the estimate will only be emailed if the email checkbox is selected for the attachments.
Notes
Attachments are attached to the record and not to a separate table. In order to find an attachment, you will need to Loop through the attachments on a specific record. There is no central repository to find all attachments.
If the Screen Active Record ID is not set, meaning a new record is being created, then changes made within the Attachments component will not be saved until the record is saved.
However, if the Screen Active Record ID is set, meaning a record is being edited, changes made within the Attachments component are autosaved. As a result, a user could add an attachment, navigate to a different screen without saving, and upon returning, the attachment will still be there.
Attachments will not work on Public pages at this time. Do not use this control for any public facing pages. Attachments will, however, work in customer portals (Guest pages).
Attachments Component Properties
Selecting the attachments component shows its configurable properties.
Display |
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Label | Text to identify the component. |
Default state | The default state of the control (Regular/Hidden/Disabled). |
Interactions |
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Select attachments | Allows attachments to be selected and included in emails, if the screen has the ability |
F.A.Q.
What type of files can I upload?
Only the following file types can be uploaded:
“.csv”, “.doc”, “.docx”, “.xls”, “.xlsx”, “.txt”, “.pdf”, “.rtf”, “.ppt”, “.pptx”, “.gif”, “.jpg”, “.jpeg”, “.png”, “.svg”, and “.bmp”.Is there a size limit?
There is a 50 mb/attachment limit (10 gb/account). A notification will be sent if a file exceeds the size limit.Are changes made within the Attachments control automatically saved for me?
If you have an active Record ID on screen, any changes made within the Attachments control are autosaved for you (If you upload a file, you don’t need to hit save for the document to save).Is this available on all Method Stock Apps?
This is available in most of Method's stock apps, including sales and purchase transaction apps, but not in the Customers & Leads App. It may be added in a future release.Can I use attachments when I customize?
Yes.Is there a place to find all attachments?
No. The attachments are attached to a particular record in a table. For example, if you save an attachment while viewing an activity, the attachment is attached to the activity record you are viewing. In order to find an attachment, you will need to Loop through the attachments on a specific record.