Attachments

SimpleOne supports attaching files to existing or newly created records.  

The files can be attached in three ways:

• via the attachment action
• via the Image field
• via the attachment widget

Attachment action and Image field

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

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

Attachment 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 the 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.

Upload a file

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 the attachments icon in the top right corner.

   • Click the attachments icon near the field name.

3. Attach the file you need. Attached files appear at the top of the form or near 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:

Delete a file

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 near 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, point the cursor to a file you want to delete, click the three-dots icon , and then 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

Parsing and indexing attachment content is 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 is 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 on the Attachment form will be automatically filled with the text content of the attached file if the file extension is included in the list: TXT, INI, REG, CVS, JSON, HTM, HTML, DOC, DOCS, XLS, XLSX. The Full Text Search is enabled within the Content field, which allows you to perform a global search on the field's 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 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.