Article Content

Overview

The Attachments field allows users to upload files, URLs (web links), or both to an object. Most standard file types are accepted by this field; however, there are some restrictions (see below). If a supported document file is uploaded to this field, it's possible to search for those documents by keywords in the file name and/or contents or by upload date.

When the File only or File and web link option is selected in the field's settings, users can upload files or weblinks up to 100 MB in size.

Files names cannot contain the word compressed.

User Account Requirements

The user account you use to log into Resolver must have Administrator permission to edit a field.

Related Information/Setup

Please refer to the following articles for further information:

• Creating an Attachment Field
• Creating an Image Attachment Field

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administration Settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin: Overview screen, click the Fields tile under the Data Model section.

Fields Tile

4. From the Admin: Fields screen, enter a Field Name in the Search field to narrow down the search results.

Search Field

5. Click on an image or attachment Field link.

Attachment Field Link

Editing an Image/Attachment Field

1. From the Admin: Edit Field screen, users cannot edit the Field Type field. Instead, you must create a new field.
2. Enter a new field name in the Field Name field.

Field Name Field

3. Click the Lock icon to unlock and edit the Unique Name field. It is strongly recommended that you do not change the unique name as its default value is used throughout the Core system and altering it may interfere with existing data.

Lock Icon

4. A Confirmation screen will appear, indicating that changing the unique name can interfere with existing data as it is used throughout the system.
5. Click the Unlock button to unlock and edit the Unique Name field.

Unlock Button

6. Enter a new long name in the Long Name field. The Long Name field can include an alternate name, alternate spelling, or additional instructions. The Long Name can appear on configurable forms.

Long Name Field

7. Enter a new description in the Description field. The Description field can be used for additional information.

Description Field

8. If the file type you are editing is an Attachment file type, the Attachment Type field will appear. Select an attachment type by clicking on a corresponding radio button:
   • File Only: Creates a field that allows users to upload files (up to 100MB), attaching them to an object.
   • Web Link Only: Creates a field that allows users to upload a URL to an object.
   • File and Web Link: Creates a field that allows users to upload a URL or files (up to 100MB) to an object.

Attachment Type

9. Any Object Types the field has been added to will appear in the Related Object Types section.

Related Object Types Section

10. Click the Done button. Any changes to the field's settings are applied to all related object types.

Done Button

File Restrictions

The following list of file types cannot be upload to the Resolver Core platform:

Permitted File Types in Core

The following is a list of file types that are permitted to be uploaded to the Resolver Core platform: