Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

OVERVIEW

The 'Default Attached Files Folder' functionality can be used to 'Dump' files in a specified folder structure (as determined by the 'Default Attached Files Folder' control parameter) to be automatically attached to the matching record in Workbench.

SETUP

A Control Parameter called 'Default Attached Files Folder' must be configured. This is the Source location of filed to be attached, not to be confused with the 'File Store Location' which is the destination location. These two folders should be kept separate from on another, that can be located on the same drive (Recommended), but do not put one inside the other.

Once the 'Default Attached Files Folder' control parameter has been set to a valid path (and the 'File Store Location') , open Workbench and click the Paperclip icon on the menu bar.

 

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' .

File Name Rules

Files placed in this structure will need to conform to the following naming conventions for the files to be attached to the correct record in Workbench.

'RelatedRecordID;Attached File Group Name;Description.xxx'

 

  • No labels