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Attachments#

🔒 EntityTypeName.ManageAttachments

Any object can have a set of attachments that can be both internal or external (links).

To add or remove an attachment to an object, it is necessary to navigate to the Attachments section within the object and then add any attachment by providing:

  1. Source - either a File or a URL
  2. Type and Description (optional)

In the Attachments section, you can Delete, Open or Download an attachment by selecting the respective option, as shown in the image below. The last operation is only possible if the source of the attachment is a file.

Attachments

Configuring attachment types#

To filter the types of attachments that will be displayed in the Add Attachment wizard, the proper type of attachments must be added beforehand to the AttachmentType generic table. Adding one or several entity types, and the respective attachment types, will only allow the attachments that match the Entity Type to be displayed in the respective contexts.

Info

The All attachment type refers to types that can be used for all entity types.

attachment_types

In the example below, when adding an attachment to a Product, you can select between the several attachment types displayed. You can also attach as many files as needed. Use the and then complete other mandatory information:

add_attachment

Definition vs Version Attachments#

It is possible to add attachments to the Definition or to any Versions of a versioned entity as shown below:

Screenshot showing attachment options for a versioned entity, including definition and versions.

Warning

To add an attachment to a version, the version Universal State must be Created.