Page History

SimpleOne supports attaching files to existing or newly created records.  

The files can be attached in two ways:

• via the attachment action
• via the attachment widget.

Attachment action

Anchor
action action

You can attach files to a field ofimage type and a record with the attachment action. It is displayed on forms as the paper clip icon .

The picture below illustrates two attachment actions on the record form:

Attachment widget

Anchor
widget widget

Attachments can be added via an attachment widget in the agent interface. For this, you need to use the <attachment> SimpleTag within a certain widget instance. It is unnecessary to specify the recordId, tableName attributes for the <attachment> tag located on the page with the form. Therefore, a widget template with an attachment tag will look like this:

<attachment> </attachment> 

Add and manage attachments

You can attach files in the following ways:

• by clicking Select files and adding them via the file manager.

• by dragging and dropping files in the window.

• by pressing Ctrl(Cmd) and V keys on your keyboard to paste an image from the clipboard.

• by clicking Add files and selecting them via the file manager if files have been uploaded before.

File uploading

To attach a file to some record, complete the steps below:

1. Navigate to a record you need to work on.

2. Open the Attachments window:

   • Click on the attachments icon in the top right corner.

   • Click on the attachments icon  by the field name.

3. Attach the file you need. Attached files appear at the top of the form or by the field name.

4. Close the Attachments window to return to the record.

5. Click Save or Save and Exit.

The picture below illustrates the attachment window:

File deleting

To delete a file uploaded earlier, complete the steps below:

1. Navigate to a record you need to work on.

2. Open the Attachments window:

   • Click the attachments icon in the top right corner.

   • Click the attachments icon  by the field name.

3. Delete a file or files in the following ways: 

   • If there is one file, click Delete.
     

   • If there are several files, hover the cursor over a file you want to delete, click the three-dots icon and select Choose. Repeat for other files you want to delete. Click Delete.

     

   • Click Select all and Delete to remove all uploaded files.

4. Close the Attachments window to return to the record.

5. Click Save or Save and Exit.

Parsing and indexing

Attachment content parsing and indexing are possible only if the attachment file size is under 30 Mb. The limit is fixed and cannot be modified. If the file is bigger than 30 Mb, it will not be indexed. The warning message related to the indexation will be written to logs. You will be able to find more information later in the Main Log (sys_log) table using the criteria below for the filter:

• • Level IS Warning

  • Message Contains {Attachment ID}

Indexing is performed only for specific file formats. The Content field will be automatically filled with the text content of the attached file if the file extension is included in the list: 'txt', 'ini', 'reg', 'csv', 'json', 'htm', 'html', 'doc' , 'docx', 'xls', 'xlsx'.   Full Text Search is enabled within the Content field. It allows you to search globally for its content.

Attachment Download URL

Attachment records can be public or non-public. The publicity of attachments affects whether an attachment link will have an expiration date.

• Links to public attachments do not expire.
• Non-public attachments have a lifetime of 1 hour by default from the moment they are generated. The lifetime of a link is determined through the system property s3.presigned.link.lifetime.

The Is Public attribute on the Attachment form defines the publicity of attachments. 

To generate attachment links, log in and use the relative link `/attachments/${sys_attachment.sys_id}` to download attachments.