Attachments.expert Settings
- Content Writers
Attachments Settings allow the User to Setup their Attachments Package and other Settings like File Size, Extensions to be Excluded/Included, File name Append/Prepend, Field Related List and Field on Create etc
The Fields Name Settings description is as mentioned below:
File: Max File Size (MB)- User can select the Max Size Attachment to be allowed.
Extensions: Exclude? (default: checked)- User can select the Exclude/Include specific extensions
If ‘Exclude’ selected, Attachments Expert will allow all extension files excluding the ones provided in field “Ex tensions : To Exclude/Include”. E.g. If ‘Exclude’ selected and “Extensions: To Exclude/Include” field contains value “exe,dll,js”, All files can be attached whose extension is not exe or dll or js
If ‘Include’ selected, Attachments Expert will only allow files with extensions specified in field “Extensions: To Exclude/Include” to be attached. E.g. If ‘Include’ selected and “Extensions: To Exclude/Include” field contains value “jpg,png”, Only files with extension jpg or png can be attached.
Extensions: To Exclude/Include- This field specifies which extensions are allowed or not allowed. Please review documentation for “Extensions: Exclude?”
Filename: Append?- User can select Append/Prepend to attach a field to the name of the attachment
If ‘Append’ selected, Attachments Expert will attach a field selected in ‘File Name: Field To Append’, after the file name. E.g. If ‘Append’ selected and ‘File Name: Field To Append’ field contains value “Created Date”, attach file name will be “2015-02-10 File1”where ‘File1’ is the attached file name
If ‘Prepend’ selected, Attachments Expert will attach a field selected in ‘File Name: Field To Append’, before the file name. E.g. If ‘Prepend’ selected and ‘File Name: Field To Append’ field contains value “Storage Profile”, attach file name will be “File2 default” where ‘File2’ is the attached file name and ‘default’ is the storage profile where the file gets stored
File Name: Field To Append- This field specifies the name to be attached to the file name. Please review documentation for “File Name: Append?” By default for the first time while using Attachments expert, Record Id will be appended to any file been uploaded
Check File Integrity? - File Integrity is maintained by calculating the MD and checksum of the file. This ensures that there is no serious impact on the attachment being uploaded. The calculation of checksum and MD requires some time depending on the size of the attachment, CPU performance, and RAM memory
Folder: Hierarchy Enable? – If “Yes” is selected, a section of the folder hierarchy is displayed to the user in a related list of attachments, using which the user can organize attachments in the folder hierarchy within the selected record. This folder hierarchy will also be used to store the attachments on the storage server
Is Debug On? (Internal Use Only)- If selected as ON allows the Attachments Expert Support/Developers to debug. It is for internal use only and this should strictly be used by our Developers/Support of Attachments Expert
Setup->Install Packages->Configure->Attachment Settings
Package and Field Settings description is as mentioned below :
Fields: Related List- Fields to be displayed on the page layout of Attachments expert. If Storage Profile field is added to this field, then this field will be displayed on the record page of attachments.expert and also in Global Search
Fields: On Create- Fields to be displayed while uploading the new attachment, which will prompt the user to enter values for given fields and will start upload only after “Start” button is clicked. If Storage Profile field is added to this field and is changed before starting the upload of attachment, the attachment will be uploaded to chosen storage_profile instead of storage_profile provided as Attachments component parameter
Fields: Prompt on Update - This field if enabled, will show the above mentioned “Fields: on Create” while updating an existing attachment (creating new version of existing attachment). Changing the storage_profile while adding a new version (updating an attachment) will have no effect on the existing attachment, and irrespective of storage_profile chosen while updating, the file will be uploaded to the original storage server where the existing attachment was stored
Attachments Settings
Working of Attachments Setting:
Setup->Install Packages->Configure->Attachment Settings
File : Max File Size (MB)- If the max file limit in Attachment Settings is specified to 20MB, then the user will be able to upload attachments with a max limit as 20MB only. Files with size greater than 20MB will not get uploaded and an error message will be displayed for the same
Filename: Append- If the user selects the Append option then the field selected from the dropdown gets Appended with the File after Uploading. eg: Selected Append with Create Date then Create Date get Appended with the file (File -24) – Fig-4 (d). In the example below: Uploaded File Name: 24 File name stored on the server: 24 2015-01-30 07:15:30 (Created Date with a time of upload gets Appended to the original file name)
File Name: Prepend- If the user selects the Prepend option then the field selected from the dropdown gets Prepended with the File after Uploading. e.g.: Select Prepend with Create Date then, Create Date get Prepended with the file (File -23) – Fig-4 (e) In the example below: Uploaded File Name: 23 File name stored on the server: 2015-01-30 07:18:09 23 (Created Date with a time of upload gets Prepended to the original file name)
Fields: Related List- The Field selected in the Related List dropdown of the Attachment Settings page will be reflected in the related list of the Object Record after uploading the File. eg:- Storage Profile will be reflected after uploading the File in this case
Fields: On Create- The Field selected in On Create dropdown of the Attachment Settings page will be reflected at the time of uploading the File on the Object Record. e.g.:- Storage Profile and comment will be reflected while uploading the File in this case
