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Then close the 'Edit View File Attachments' Screen, opening this screen will trigger the Automated filing and create the necessary folder structure in the 'Default Attached Files Folder'.
Files must be placed in the correct subfolder within this structure. For Example files to be attached to a Purchase Order must be placed in the 'PurchaseOrder' folder within the 'Default Attached Files Folder' .
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'RelatedRecordID;Attached File Group Name;Description.xxx'
So for example if the destination Record Type is a Purchase Order and your attaching a .pdf file, the file name format would be:
'PONumber;Attached File Group Name;Description.pdf'
i.e: 1234;Scanned PO;PO 1234.pdf
Note that the Attached File Group Name and Description are optional so the following would also work:
1234.pdf
1234;;PO 1234.pdf
1234;Scanned PO.pdf
In addition, if the group name is invalid, the file will still be processed but without a group assigned.
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Rejected Files
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Rejected files are files that could not be automatically attached for some reason.
Common causes are:
- Files placed in the wrong subfolder.
- Files that failed validation of the RelatedRecordID.
- Files that have subituted the RelatedRecordID with another field, and that field is not unique for the value being looked up (More on this later in the Config.ini section).
