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About Attachments

Depending on the record type and on how your company administrator has configured Oracle CRM On Demand, you can attach files to some records in the following ways:

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

About the Attachments Related Item

On certain record types, your company administrator can add the preconfigured Attachments related item to your record page layout. You can then link multiple attachments to a parent record. An attachment that is linked to a parent record in this way can contain a file or a URL.

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 you delete a parent record that has attachments linked to it in this way, the attachments are also deleted from the Oracle CRM On Demand database.

For information about attaching files and URLs to records through the preconfigured Attachments related item, see the following topics:

About Attachment Fields

On the following record types, you can attach a single file to a record through attachment fields. Depending on how your company administrator has configured your page layouts, the attachment fields might be available on the following record types:

  • Custom Objects 01, 02, 03, 04, and higher

    NOTE: Your company administrator can also configure Custom Object record types as related items on other record types. If the attachment fields are available on the related Custom Object record type, you can attach one file to each related record. Such configurations allow you to link multiple files to a parent record. For more information, see About Attachment Configurations.

    However, when you delete a parent record, the linked Custom Object records and the attached files are not deleted from the Oracle CRM On Demand database.

  • 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, when you delete a parent record, the linked records and the attached files are not deleted from the Oracle CRM On Demand database. For example, when you delete 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.

For information about attaching files to records through attachment fields, see Attaching Files to Records through Attachment Fields.


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