Integrators that include an attachment section will have the ability to create attachments.
Attachment types that can be loaded include Text, Web URL and File attachments. Enter data via the sheet or by clicking on the row/cell and select the ‘Data Forms’ ribbon option.
Selecting your attachment type will designate the type of attachment to be loaded and will make certain fields required:
Attachment Type
Required Field
Text
Attachment Text Content
URL
Attachment URL
File
Attachment File Path
Ensure the Upload Action field is set to ‘Create’ and any other details are entered that are required by the user.
To upload the attachment. Include it as a part of your standard Upload when either creating or updating a record.
When the upload has succeeded a status of Accepted will be printed in the corresponding status column.
For details where attachment functionality varies from the standards above, see the Module guide.
Note: Download and Update of attachments is not currently supported.
