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About Attachment Configurations

Depending on the record type, files can be attached to records in the following ways:

  • Through the Attachments related item on parent records
  • Through attachment fields

About Configuring the Attachments Related Item

On record types that support the preconfigured Attachments related item, you can configure page layouts and user roles to allow users to link multiple attachments to a parent record. Each attachment item can contain either a file or a URL. To allow users to attach files and URLs in this way, the page layouts and user roles must be configured as follows:

  • The Attachments section must be available as a related information section on the page layout for the parent record type.
  • The user role must have the necessary permissions for the Attachment record type.
  • The access profiles for the user role must have the appropriate access to the Attachments related record type in the access setting for the parent record type.

For more information about customizing page layouts, see Customizing Static Page Layouts and Specifying Dynamic Page Layouts. For more information about configuring user roles and access profiles, see User Management and Access Controls.

The following record types support the preconfigured Attachments related item:

  • Account
  • Activity
  • Campaign
  • Contact
  • Custom Objects 01, 02, and 03
  • Dealer
  • Fund
  • Fund Request
  • Household
  • Lead
  • Opportunity
  • Partner
  • Program Membership
  • Service Request
  • Solution

Attachments can also be linked to alert records and sales stage records.

NOTE: When a user deletes a parent record that has attachments linked to it through the preconfigured Attachments related item, the attachments are also deleted.

Company administrators can view details of attachments added through the preconfigured Attachments related item. For more information, see Managing Your Company's Attachments.

About Configuring Attachment Fields

Attachment fields allow users to attach a single file to a record. Attachment fields are supported for the following record types:

  • Custom Objects 01, 02, 03, 04, and higher
  • Inventory Audit Report
  • Sample Transaction
  • Signature

The following record types also support attachment fields. However, these record types can be used only as related items, as follows:

  • Accreditation Attachment

    The Accreditation Attachment record type can be made available as a related item on the Accreditation record type only.

  • Application Attachment

    The Application Attachment record type can be made available as a related item on the Application record type only.

  • Business Plan Attachment

    The Business Plan Attachment record type can be made available as a related item on the Business Plan record type only.

  • Certification Attachment

    The Certification Attachment record type can be made available as a related item on the Certification record type only.

  • Course Attachment

    The Course Attachment record type can be made available as a related item on the Course record type only.

  • Exam Attachment

    The Exam Attachment record type can be made available as a related item on the Exam record type only.

  • MDF Request Attachment

    The MDF Request Attachment record type can be made available as a related item on the MDF Request record type only.

  • Objective Attachment

    The Objective Attachment record type can be made available as a related item on the Objective record type only.

  • Partner Program Attachment

    The Partner Program Attachment record type can be made available as a related item on the Partner Program record type only.

  • Policy Attachment

    The Policy Attachment record type can be made available as a related item on the Policy record type only.

  • Special Pricing Request Attachment

    The Special Pricing Request Attachment record type can be made available as a related item on the Special Pricing Request record type only.

NOTE: In these configurations, the linked records and the attached files are not deleted from the Oracle CRM On Demand database when the parent record is deleted. For example, when a user deletes an MDF Request record, any linked MDF Request Attachment records, and the files attached to those records, are not deleted from the database

Some of these record types are industry-specific or specific to Oracle CRM On Demand Partner Relationship Management Edition and might not be available in your edition of Oracle CRM On Demand.

On some of these record types, the attachment fields are exposed on the standard page layout in Oracle CRM On Demand. You can expose the attachment fields on the Detail page layouts for all of the listed record types, as required. There are three attachment fields, as follows:

  • Attachment. This field initially shows a paper clip icon on the record Edit page. After a file is uploaded, the field shows the name and size of the attachment file on the record Detail page. On the record Edit page, the field also shows the paper clip icon and an X icon that can be used to remove the file. To allow users to attach a file to a record, you must expose this field on the page layout. The Attachment field cannot be used as a search field, because the file name and file size in this field are calculated values.
  • Attachment: File Name. This is a read-only field that is automatically populated with the name of the file the user uploads. The Attachment: File Name field can be used as a search field. Exposing this field is optional.
  • Attachment: Size (In Bytes). This field displays the size of the attachment. Exposing this field is optional.

For more information about customizing page layouts, see Customizing Static Page Layouts and Specifying Dynamic Page Layouts.

About Configuring Custom Objects and Attachment Fields

You can configure the Custom Object record types in a number of ways to meet your company’s business needs, as follows:

  • You can configure a Custom Object record type as a related record type on another record type. (Custom Object record types are supported as related record types on most of the main record types in Oracle CRM On Demand.)

    In such a configuration, there is a one-to-many relationship between the parent record and the linked record type. When the attachment fields are exposed on the linked record type, this configuration allows users to link multiple attachments (one on each child record) to the parent record.

    For example, you can expose the attachment fields on the Detail page for Custom Object 04, and then rename Custom Object 04 so that it is labeled Objective Attachment. Then, you can make the new Objective Attachment record type available as a related information section on the Objective record type.

  • You can configure Custom Object record types in many-to-many relationships with other record types, see About Many-to-Many Relationships for Custom Objects for more information.
  • You can configure a Custom Object record type for use as an attachment record type and make it available as a top-level record type, with its own tab, homepage, lists, and so on.

    Such a configuration could be used to give users access to literature that is of interest to a large number of users and would also allow users to search for attachments that were uploaded to records of the custom attachment record type.

As with any record type, you must ensure that users have the appropriate access levels in their user roles and access profiles to allow them to work with the record types where attachment fields are supported. For more information about configuring user roles and access profiles, see User Management and Access Controls.

NOTE: If a Custom Object record type is configured as a related record on another record type, the linked Custom Object records and the attached files are not deleted from the Oracle CRM On Demand database when the parent record is deleted. In the example described previously where a custom Objective Attachment record type is linked to the Objective record type, if a user deletes the parent Objective record, the linked Objective Attachment records, and the attached files, are not deleted from the database.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.