Fundamentals > Working with Data > Common Record Tasks >

Using Attachments

You can attach a file created in another application to a record. Files can be attached to records wherever the Attachments view is available within a screen. The Attachments view is available only in those screens that would logically benefit from the addition of supporting material. For example, there are Attachments views in the Contacts, Accounts, and Opportunities screens.

The major benefit of the Attachments view is that it allows others who may be working with the same record to access the attachment. This provides team members with the latest information.

NOTE:  When you use the Attachments view to download an attachment, and the file name of the attachment contains spaces, those spaces will automatically be changed to underscore (_) characters in the downloaded file. For example, if an attachment is called a b.doc in the Attachments view, the downloaded file name will be a_b.doc.

You can create an attachment by using the Attachments view's New File button, by using the Attachments view's New button, or by dragging a file into the Attachments list view. You can also attach a URL to a record.

NOTE:  If you edit files attached to Siebel records, your changes are saved back to the Siebel file system when you step off the attachment record in the Siebel application.

To attach a file to a record using the New File button

  1. Select the record to which the attachment will be added.
  2. Click the Attachments view tab.

    3. The Attachments list appears.

  3. Click New File.

    4. The Choose file dialog box appears.

  4. Locate and select the file you want to attach to this record, and then click Open.

    5. The Choose file dialog box closes and the file appears in the Attachments list as a new attachment record with the appropriate fields filled in. Some fields are described in the following table:

    Field Name
    Comments
    Update File
    A check mark in this field indicates that users want their copy of the file to be updated automatically each time the original file is updated.
    Download File
    Allows users to request files from the server. When a check mark appears in this field, the document is retrieved during the next synchronization session. This field applies to you only if you use Siebel Remote.

To attach a file to a record using the New button

  1. Select the record to which the attachment will be added.
  2. Click the Attachments view tab.

    3. The Attachments list appears.

  3. Click New.

    4. A blank record appears.

  4. Click the Attachment Name select button.

    5. The Add Attachment dialog box appears.

  5. Click Browse.

    6. The Choose file dialog box appears.

  6. Locate and select the file you want to attach to this record, and then click Open.

    7. The Add Attachment dialog box closes and the file appears in the Attachments list as a new attachment record with the appropriate fields filled in.

To attach a file to a record using drag-and-drop

  1. Select the record to which the attachment will be added.
  2. Click the Attachments view tab.

    3. The Attachments list appears.

  3. Locate and select the file you want to attach to this record.
  4. Drag the file to the Attachments list view and drop it there.

    5. The file appears in the Attachments list as a new attachment record with the appropriate fields filled in.

To attach a URL to a record

  1. Select the record to which the URL will be attached.
  2. Click the Attachments view tab.

    3. The Attachments list appears.

  3. Click New URL.

    4. The Add URL dialog box appears.

  4. Enter the URL in the URL field or copy and paste the URL from a Web page into the URL field and then click Add.

    5. The URL appears as a hyperlink in the Attachments list. You can click it to access the corresponding Web site.

    NOTE:  If you cannot access the Web site after adding it as an attachment, it may be because you are not connected to the network.


 Fundamentals 
 Published: 14 August 2003