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Using attachments.expert with the Default Storage Profile Setting.When user uploads a file with the default profile settings and no additional Attachment Setting, the upload file by default gets stored in the Default Storage Profile in the following manner
Note: While uploading a file, if the page is refreshed in between the upload, the uploading of attachment will get paused and a ‘Select’ and ‘Cancel’ button will get displayed near the paused attachment. User will have to select the attachment again to restart the upload due to browser security
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Using attachments.expert with the Customized attachments.expert Setting. When user customize the attachments.expert Settings as per their requirement to upload a file then, while uploading the file, the corresponding options will be provided as selected in the attachments.expert Setting section
E.g. - Consider the following points for attachments.expert Settings and the result for the same
Extensions : To Exclude/Include - exe,dll,js If the user specifies the above settings in attachments.expert Settings then files with extensions exe, dll, js will not be allowed to upload. An error will be displayed if the user tries to upload files with any of these extensions
Fields: Related List - Storage Profile If the user selects the above setting in attachments.expert Settings, then the attachment setting will show an additional column of ‘Storage Profile’ in the attachments.expert
Fields : On Create - Storage Profile, Comments If the user selects the above setting in attachments.expert Settings, then the user will get an option to add the Storage Profile and Comment while uploading the file
Scenario 3
Using drag and drop to upload files in attachments.expert.User can drag and drop a file to the attachments.expert layout from the required location to upload it and then click on the ‘Start’ button to start the upload of the file as shown in the
Similarly, users can also drag and drop multiple files at a time and start uploading these files, by clicking on the ‘Start’ button as shown in the
Update a file
attachments.expert provide a new feature of versioning a file, through which users can save all versions of the same file on the same storage server. To update a file user only needs to click on ‘Add Version’ button present in the related list of the attachment or can upload the updated version of the file without changing the file name. The following example shows the use of attachments.expert with different Versions of files
Option 1
Update a file if the file name is same as before Using attachments.expert user can upload different versions of any file and access them as and when required. E.g. - If user uploads a file “attachments.expert.jpg” Using attachments.expert then
For the first time, user have uploaded a file with name ‘attachments.expert.jpg’. The file details are displayed in the related list of the attachment, after the file gets uploaded
For the second time when the user wants to update the existing file, they can upload the updated file which is of the same name through ‘Choose file’ or drag and drop options. In this, case before upload of the second file, the version for the old file will be 1. After the uploading is done successfully, the file gets stored in the same storage server with a new version for the same file. The related list will show 2 versions for the file’ attachments.expert.jpg’ now as shown in Fig
Same is the case for the 3rd version where user can again upload a new version of the file ‘attachments.expert.jpg’ which will get stored in the same storage server as before with the version number 3 as shown in Fig
User can access any Version of this file as per their requirement by clicking on the respective version number present in the drop down list of the version button
Option 2
Update file through ‘Add Version’ if the file name is different Using attachments.expert, user can add number of versions of a file and save them on the same storage server
User have uploaded a file ‘attachments.expert.png’ in attachments.expert as shown in the Fig-6.2.11. The version number for this file is 1
Second time when the user wants to add an updated version of the file ‘attachments.expert.png’ with file name as ‘attachments.expert.txt’, user will have to click on Add Version and upload the file ‘attachments.expert.txt’ as shown in the Fig-5.2.5. After the uploading is done successfully, the version number for the file ‘attachments.expert.png’ will get incremented to 2
In this case, the file name for the updated file will get changed to ‘attachments.expert.png’
View Attachments
attachments.expert comes with a button called “View” in the related list of attachment which is used to view the file in the attachments.expert. It is illustrated with example given below
Scenario 1
To view a file without versioning
Search for the object to which you attached the file
Navigate to the record where the attachment is stored
Click on “View” button present in the related list of the respective attachment to view the attachment
If it is a image file it will get displayed in a new tab, or all other types of files will get downloaded
Scenario 2
To view files with different versions
Search for the object to which you attached the file
Navigate to the record where the attachment is stored
Click on the “Version” dropdown button present in the related list of the respective attachment to view the version present for the attachment
Click on the desired version number from the drop-down to view that version of the file
If it is an image file the specific version of the file will get displayed in a new tab or all other types of files will get downloaded
Delete a file
attachments.expert comes with a button called “Delete” in the related list of attachment which is used to delete the file in the attachments.expert. It is illustrated with example given below
Search for the object to which you attached the file
Navigate to the record where the attachment is stored
Click on the “Delete” button present in the related list of the respective attachment to delete the attachment.
It will ask for confirmation to delete the attachment
When clicked on OK, the file will get deleted for the salesforce instance as well as the Storage Server, and a delete confirmation message will pop up on the page
- Note: When a user clicks on the ‘Delete’ button in attachments.expert for a particular file, all versions of that file will be deleted from the Storage server as well as from the salesforce instance
