{"id":23975,"date":"2024-02-15T14:53:34","date_gmt":"2024-02-15T22:53:34","guid":{"rendered":"https:\/\/docs.extraview.com\/v25\/book\/associating-attachments-fields-1\/"},"modified":"2025-02-12T17:36:02","modified_gmt":"2025-02-13T01:36:02","slug":"associating-attachments-fields-1","status":"publish","type":"page","link":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/","title":{"rendered":"Associating Attachments with Fields"},"content":{"rendered":"<p>In some applications, users may add a significant number of attachments within a single issue.&nbsp; It can then be useful to associate specific attachments with specific fields, or updates to a specific log area field entry.&nbsp; For example, this can provide a shortcut to viewing an attachment that was uploaded at the same time a specific comment was made.<\/p>\n<p>When an attachment is associated with a field, its file name will appear beneath the attachment.&nbsp; The field is a link and clicking on the link will open the attachment in exactly the same way that opening the attachment from viewing within the attachment layout within the screen.&nbsp; Fields that may be associated with attachments will have a&nbsp;<img decoding=\"async\" alt=\"\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/DocumentAdd2.png\" style=\"width: 20px; height: 20px;\" \/> button on the menubar of the HTML Area field, or a similar button to the side of Text Area fields.&nbsp; Clicking this pops up the same Attachment Add window that is used when the <strong>Add<\/strong> button is clicked on the Attachment layout.&nbsp; Adding attachments via this button result in the uploaded files being regular attachments, and with a link to the field from which they were added.<\/p>\n<p>Attachments associated with the use of EVMail do not have any user interface elements, and will appear the same as attachments associated through the user interface.<\/p>\n<p>The associated attachments are displayed correctly, and will be cleared from the user interface if the attachment is deleted.&nbsp; An audit trail of the changes to associated attachments are viewable in the History of the issues.<\/p>\n<p>ExtraView provides two methods to achieve this configuration, through the user interface on <em>add<\/em> and <em>edit<\/em> screens, and when inserting or updating an issue via EVMail.<\/p>\n<h3>\n\tConfiguration for <em>Add<\/em> and <em>Edit<\/em> Screens<\/h3>\n<p>The feature may be configured on fields with these display types:<\/p>\n<ul>\n<li>\n\t\tText Area<\/li>\n<li>\n\t\tHTML Area<\/li>\n<li>\n\t\tLog Area (including those with the <strong>Present as HTML<\/strong> option set in the Data Dictionary<\/li>\n<\/ul>\n<p>To configure the option, edit the layout where you want to use the feature within the Design Center and add the layout cell attribute named ATTACHMENT LINK.&nbsp; Alternatively if you want to use the feature throughout the installation on a field, set the ATTACHMENT LINK attribute as a global attribute from within the field inside the Data Dictionary.<\/p>\n<p>You may set the attribute on any number of fields within <em>add<\/em>, <em>edit<\/em> or layouts embedded within these.<\/p>\n<p>The following security permission keys control the behavior of attachments:<\/p>\n<table border=\"0\" cellpadding=\"2\" cellspacing=\"2\" style=\"width:100%;\">\n<tbody>\n<tr>\n<td>\n\t\t\t\tPR_ADD_PROBLEM.ATTACHMENT_LINK<\/td>\n<td>\n\t\t\t\tControls the presence of the Attachment Link button on <em>Add <\/em>screens<\/td>\n<\/tr>\n<tr>\n<td>\n\t\t\t\tPR_RESOLUTION.ATTACHMENT_LINK<\/td>\n<td>\n\t\t\t\tControls the presence of the Attachment Link button on <em>Edit <\/em>screens<\/td>\n<\/tr>\n<tr>\n<td>\n\t\t\t\tPR_ADD_PROBLEM.ATTACHMENT_ADD<\/td>\n<td>\n\t\t\t\tControls the presence of the Add Attachment button on <em>Add <\/em>screens<\/td>\n<\/tr>\n<tr>\n<td>\n\t\t\t\tPR_RESOLUTION.ATTACHMENT.ADD<\/td>\n<td>\n\t\t\t\tControls the presence of the Add Attachment button on <em>Edit <\/em>screens<\/td>\n<\/tr>\n<tr>\n<td>\n\t\t\t\tPR_RESOLUTION.ATTACHMENT_LINK_NOTIFICATION<\/td>\n<td>\n\t\t\t\tControls the presence or absence of the Attachment Link on outgoing emails.&nbsp; This is useful to allow users in specific roles to see the text within the field associated with the attachment, but not to see or be able to download the attachment<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>\n\tConfiguration for EVMail<\/h3>\n<p>Properties must be set within the EVMail task configuration.&nbsp; These will associate incoming file attachments with the field that will contain the body of the incoming email.<\/p>\n<p>If the field containing the body is plain text, set these options:<\/p>\n<table border=\"0\" cellpadding=\"2\" cellspacing=\"2\">\n<tbody>\n<tr>\n<td style=\"vertical-align: top;\">\n\t\t\t\tEVMAIL_BODY_UDF<\/td>\n<td style=\"width: 50%;\">\n\t\t\t\tThis provides the field name that will contain the body of the incoming email when creating new issues within the database<\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top;\">\n\t\t\t\tEVMAIL_BODY_UPDATE_UDF<\/td>\n<td>\n\t\t\t\tThis provides the field name that will contain the body of the incoming email when updating existing issues<\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top;\">\n\t\t\t\tEVMAIL_BODY_UDF_ATTACHMENT_LINK<\/td>\n<td>\n\t\t\t\tSet this option to a value of YES if you want ExtraView to associate any attachments to the incoming email to the field set in EVMAIL_BODY_UDF<\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top;\">\n\t\t\t\tEVMAIL_BODY_UPDATE_UDF_ATTACHMENT_LINK<\/td>\n<td>\n\t\t\t\tSet this option to a value of YES if you want ExtraView to associate any attachments to the incoming email to the field set in EVMAIL_BODY_UPDATE_UDF<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>If the field containing the body is to be handled as HTML, set these options:<\/p>\n<table border=\"0\" cellpadding=\"2\" cellspacing=\"2\">\n<tbody>\n<tr>\n<td style=\"vertical-align: top;\">\n\t\t\t\tEVMAIL_BODY_HTML_UDF<\/td>\n<td style=\"width: 50%;\">\n\t\t\t\tThis provides the field name that will contain the body of the incoming email when creating new issues within the database<\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top;\">\n\t\t\t\tEVMAIL_BODY_HTML_UPDATE_UDF<\/td>\n<td>\n\t\t\t\tThis provides the field name that will contain the body of the incoming email when updating existing issues<\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top;\">\n\t\t\t\tEVMAIL_BODY_HTML_UDF_ATTACHMENT_LINK<\/td>\n<td>\n\t\t\t\tSet this option to a value of YES if you want ExtraView to associate any attachments to the incoming email to the field set in EVMAIL_BODY_HTML_UDF<\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top;\">\n\t\t\t\tEVMAIL_BODY_HTML_UPDATE_UDF_ATTACHMENT_LINK<\/td>\n<td>\n\t\t\t\tSet this option to a value of YES if you want ExtraView to associate any attachments to the incoming email to the field set in EVMAIL_BODY_HTML_UPDATE_UDF<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In some applications, users may add a significant number of attachments within a single issue.&nbsp; It can then be useful to associate specific attachments with specific fields, or updates to a specific log area field entry.&nbsp; For example, this can provide a shortcut to viewing an attachment that was uploaded at the same time a&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":23974,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_lmt_disableupdate":"no","_lmt_disable":"","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"class_list":["post-23975","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Associating Attachments with Fields - Product Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Associating Attachments with Fields - Product Documentation\" \/>\n<meta property=\"og:description\" content=\"In some applications, users may add a significant number of attachments within a single issue.&nbsp; It can then be useful to associate specific attachments with specific fields, or updates to a specific log area field entry.&nbsp; For example, this can provide a shortcut to viewing an attachment that was uploaded at the same time a...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/\" \/>\n<meta property=\"og:site_name\" content=\"Product Documentation\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-13T01:36:02+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/\",\"url\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/\",\"name\":\"Associating Attachments with Fields - Product Documentation\",\"isPartOf\":{\"@id\":\"https:\/\/docs.extraview.com\/v25\/#website\"},\"datePublished\":\"2024-02-15T22:53:34+00:00\",\"dateModified\":\"2025-02-13T01:36:02+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.extraview.com\/v25\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"ExtraView 25\",\"item\":\"https:\/\/docs.extraview.com\/v25\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Administration Guide\",\"item\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Site Configuration Menu\",\"item\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/\"},{\"@type\":\"ListItem\",\"position\":5,\"name\":\"Design Center\",\"item\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/\"},{\"@type\":\"ListItem\",\"position\":6,\"name\":\"Attachment Layouts\",\"item\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/\"},{\"@type\":\"ListItem\",\"position\":7,\"name\":\"Associating Attachments with Fields\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.extraview.com\/v25\/#website\",\"url\":\"https:\/\/docs.extraview.com\/v25\/\",\"name\":\"ExtraView Product Documentation\",\"description\":\"ExtraView Documentation\",\"publisher\":{\"@id\":\"https:\/\/docs.extraview.com\/v25\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.extraview.com\/v25\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/docs.extraview.com\/v25\/#organization\",\"name\":\"ExtraView Corporation\",\"url\":\"https:\/\/docs.extraview.com\/v25\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.extraview.com\/v25\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/docs-stg.extraview.com\/wp-content\/uploads\/2024\/03\/favicon.png\",\"contentUrl\":\"https:\/\/docs-stg.extraview.com\/wp-content\/uploads\/2024\/03\/favicon.png\",\"width\":512,\"height\":512,\"caption\":\"ExtraView Corporation\"},\"image\":{\"@id\":\"https:\/\/docs.extraview.com\/v25\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Associating Attachments with Fields - Product Documentation","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/","og_locale":"en_US","og_type":"article","og_title":"Associating Attachments with Fields - Product Documentation","og_description":"In some applications, users may add a significant number of attachments within a single issue.&nbsp; It can then be useful to associate specific attachments with specific fields, or updates to a specific log area field entry.&nbsp; For example, this can provide a shortcut to viewing an attachment that was uploaded at the same time a...","og_url":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/","og_site_name":"Product Documentation","article_modified_time":"2025-02-13T01:36:02+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/","url":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/","name":"Associating Attachments with Fields - Product Documentation","isPartOf":{"@id":"https:\/\/docs.extraview.com\/v25\/#website"},"datePublished":"2024-02-15T22:53:34+00:00","dateModified":"2025-02-13T01:36:02+00:00","breadcrumb":{"@id":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/associating-attachments-fields-1\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.extraview.com\/v25\/"},{"@type":"ListItem","position":2,"name":"ExtraView 25","item":"https:\/\/docs.extraview.com\/v25\/"},{"@type":"ListItem","position":3,"name":"Administration Guide","item":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/"},{"@type":"ListItem","position":4,"name":"Site Configuration Menu","item":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/"},{"@type":"ListItem","position":5,"name":"Design Center","item":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/"},{"@type":"ListItem","position":6,"name":"Attachment Layouts","item":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/attachment-layouts-1\/"},{"@type":"ListItem","position":7,"name":"Associating Attachments with Fields"}]},{"@type":"WebSite","@id":"https:\/\/docs.extraview.com\/v25\/#website","url":"https:\/\/docs.extraview.com\/v25\/","name":"ExtraView Product Documentation","description":"ExtraView Documentation","publisher":{"@id":"https:\/\/docs.extraview.com\/v25\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.extraview.com\/v25\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/docs.extraview.com\/v25\/#organization","name":"ExtraView Corporation","url":"https:\/\/docs.extraview.com\/v25\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.extraview.com\/v25\/#\/schema\/logo\/image\/","url":"https:\/\/docs-stg.extraview.com\/wp-content\/uploads\/2024\/03\/favicon.png","contentUrl":"https:\/\/docs-stg.extraview.com\/wp-content\/uploads\/2024\/03\/favicon.png","width":512,"height":512,"caption":"ExtraView Corporation"},"image":{"@id":"https:\/\/docs.extraview.com\/v25\/#\/schema\/logo\/image\/"}}]}},"taxonomy_info":[],"featured_image_src_large":false,"author_info":{"display_name":"carl.koppel","author_link":"https:\/\/docs.extraview.com\/v25\/author\/carl-koppel\/"},"comment_info":0,"_links":{"self":[{"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/pages\/23975","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/comments?post=23975"}],"version-history":[{"count":0,"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/pages\/23975\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/pages\/23974"}],"wp:attachment":[{"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/media?parent=23975"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}