Oracle CRM On Demand Connected Mobile Sales Administration Guide > Using Oracle CRM On Demand Connected Mobile Sales >
Using Attachments
You can attach images and voice memos to many record types. Android users can also attach documents to these record types. You can make attachments as a field for Custom Objects 1-15. The following record types support attachments as a related item (requires record type access):
- Account
- Activity - Appointment
- Activity - Task
- Contact
- Custom Object 1-3
- Lead
- Opportunity
- Service Request
NOTE: Voice memos have a limit of two minutes of recorded time.
To add an attachment
- While editing an appointment or task, tap the menu icon (lll), then tap Add Attachments. If editing a custom object, navigate to Related Objects and tap Attachments.
- Click the add (+) button.
The Create page appears.
- Tap Add.
- In the File Type field, choose Image, Audio, or Other (Android only).
- If you chose Image, then complete the following steps:
- Tap the Image icon.
- Choose either: Choose Photo (to choose an existing photo in your photo library) or Take Photo.
- If you chose Audio, then complete the following steps:
- Tap the audio (speaker) icon.
- On the recording page, tap the Record button and record a voice note.
- When done, tap the button to stop recording.
- If you chose Other (Android only), then complete the following steps:
- Tap the Other icon.
The Open From page appears.
- Select the source of the document from one of the options below:
- Recent
- Images
- Videos
- Audio
- Downloads
- Photos
- Depending on your document source, you need to navigate to the document within the Android operating system.
- In the Title field, enter a name for the attachment.
When displaying a list of attachments, they are sorted by title in ascending order.
- In the Description field, enter a description of the attachment.
- Tap Done.
When you have one or more attachments on a record, you can review it, delete it, or share it with others. Use the following procedure to access your attachments. To access an attachment
- While editing an appointment or task, tap the menu icon (lll), then tap Add Attachments. If editing a custom object, navigate to Related Objects and tap Attachments.
A list displaying the attachments to the selected record appears. The list is sorted by the attachment title.
- To display information about an attachment, tap the attachment record.
- To get the details of an attachment, tap the attachment record and then tap the information icon (i) in the pop-up. You can then do the following:
- To share the attachment with someone, tap the sharing icon (upper left corner) and choose the sharing method (such as mail, message, and so on).
- To display an attached image, or document, tap the image or document icon.
- To play an audio recording using the device's native audio player, tap the speaker icon.
- Tap Done.
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