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SimpleOne supports attaching attaching files to existing or newly created records.  

The files can be attached in two ways:

records. See the Attachments article to learn how to upload, download and delete files attached to a record using the portal or agent interfaces. This article provides information on how to configure various aspects of the system related to attachments:

Attachment action

Attachment in interface

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action
action

Action and Image field


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

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

Attachment widget
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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:

Code Block
<attachment> </attachment> 


Info

After adding a widget instance on to a form of the agent interface, the standard action in the top right corner of the form will be removed:

Image RemovedImage Added

Add and manage attachments

You can

attach

add 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.

Image Removed

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 Image Removed in the top right corner.

    • Click on the attachments icon Image Removed 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.

Info

When uploading a file via the attachments icon in the top right corner, you do not need to save the record. Attached files are saved on the server automatically.

The picture below illustrates the attachment window:

Image Removed

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 Image Removed in the top right corner.

    • Click the attachments icon Image Removed 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 Image Removedand select Choose. Repeat for other files you want to delete. Click Delete.

      Image Removed
    • 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.

Info

When deleting a file via the attachments icon in the top right corner, you do not need to save the record. Attached files are saved on the server automatically.

Parsing and indexing

from the clipboard to the widget directly on the form by using Ctrl+V shortcut while hovering over Drag & drop area.

Attachment record 
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record
record


When you upload a file, a record is created in the Attachment (sys_attachment) table. To reach these records, navigate to Attachments → All Attachments.

Attachment record form fields

Field

Mandatory

Description

Document record

N

Displays the name of the record to which the file is attached. Field type: Document ID.

File name

Y

Specifies the file name.

File path

N

Specifies the absolute file path on the server.

Size bytes

N

Defines the file size in bytes.

MIME content type

Y

Specifies the file content type described in the MIME standard.

Public

N

This attribute displays that this attachment has a permanent link and is available for public access.

Parsing
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parsing
parsing


Parsing attachment content is possible only if the attachment file size does not exceed 30 MBAttachment 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 MbMB, 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.

In this field, the attachment content appears.

following event is implemented:

  1. In the Attachments (sys_attachment) table record, the attachment content parsed from the provided file is placed. The attachment content is populated in the Content field, and the content encoding – in the Encoding field. The content encoding is automatically detected.
Note

The attachment parsing and indexing process is asynchronous. Within this process, the events below are implemented:

  • Some file is attached to a record of any table (for example, to a record 164313550512027919 in the Task table).

  • After that, a search index for this attachment is created. Technically, it is a record in the Search Indices (sys_search_index) table with the fields populated like shown below:

    Field

    Type

    Value

    Record

    Big Integer

    164313646211541086

    Table

    Reference

    Attachment

    Column

    Reference

    Content

    Text

    Text

    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. 

    Info

    Depending on the publicity of an attachment, two links can be generated. For example:

    logging 
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    log
    log


    The system logs all operations (except for reading) in the Main Log (sys_log) table. Operations related to attachments have the Source field value equal to Attachment. Navigate to System Logs → Main Log.

    Image Added

    If any errors or exceptions were thrown during the attaching process, they can be found in the Exception Log (sys_log_exception) list. Navigate to System Logs → Exception Log.

    Refer to the System Audit article to learn more.


    Configure attachment properties 
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    property
    property


    To set up attachment properties, complete the following steps:

    1. Navigate to System Properties → All Properties.
    2. Find the property record you need, using the list search boxes or the condition builder, and open it.
    3. Edit the Value field.

    4. Click Save or Save and exit to apply the changes.

    Property

    Description

    max_files_upload_count

    Maximum number of files that can be uploaded.

    max_file_size_upload

    Maximum file size (in bytes) that can be uploaded.

    allowed_upload_file_extension

    File types that are allowed for uploading. List the extensions separated by commas without spaces, for example, jpeg,png,pdf. Files of other types will be ignored. To allow all types of files, type [].


    Access to attachments 
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    access
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    Using the Access Control List (ACL), you can restrict operations on Image columns for users with specific roles. 

    Role required: security_admin.

    Restrict access to fields of Image type


    To restrict access, perform the following steps:

    1. Navigate to System Security → Access Control (ACL).

    2. Click New and fill in the fields.

    3. In the Column field, select the image column you need to secure.

    4. Click Save or Save and exit to apply the changes.

    As a result:

    • There will be restrictions on creating, editing, and/or reading columns in a specific table. 
    • The specified rules will be applied to the portal forms as well.

    The table below describes the effect of the operation restrictions on an image field:

    Operation

    Description

    create

    The field is not displayed on a new record form and appears after saving the record.

    read

    The field and its contents (attached files) are hidden.

    write

    The field is read-only.

    Restrict access to attachments


    • Attachments can only be uploaded by a user with rights to create records in the Attachments (sys_attachment) table, and with rights to edit records to which they are trying to upload an attachment. To prevent a user from uploading an attachment, set up access control to one of these operations.
    • Attachments can be deleted by a user with rights to delete records from the Attachments (sys_attachment) table, and with rights to edit or delete the record from which they are trying to delete an attachment.
    • Attachments can be downloaded by a user with rights to read the Attachments (sys_attachment) table and the record to which the attachment is attached.
    • Copying can be done by a user with read access to the table of the record to which the original attachment is attached, and with edit access to the table in which the copy is being made.

    You can supplement the existing access control rules for the Attachments (sys_attachment) table with new rules containing other conditions. New rules should not contradict the existing ones. To do this, complete the steps below:

    1. Navigate to System Security → Access Control (ACL).

    2. Click New and fill in the fields.

    3. In the Table field, select the Attachment table.

    4. Click Save or Save and exit to apply the changes.

    See the Access Control articles to learn more about access limitations

  • for non-public attachments: https://s3-{your-instance-url}/attachment/9/b7/prp5bikeyg70mpn7mhfszi4amgzleo?response-content-disposition=inline%3B%20filename%3D%22image.png...
  • for public attachments: https://s3-{your-instance-url}/public-attachment/9/b7/prp5bikeyg70mpn7mhfszi4amgzleo?response-content-disposition=inline%3B%20filename%3D%22image.png..

    .

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