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Administering Oracle CRM On Demand > Content Management > Managing Your Company's Attachments
Managing Your Company's Attachments
From the Content Management section of the Admin Homepage, you can access the Manage Attachments page, where you can review attachments.
NOTE: The Manage Attachments page shows only the attachments that are linked to parent records through the preconfigured Attachments related item. The Manage Attachments page does not show attachments that are linked to parent records through custom attachment record types, or attachments that are added to records through attachment fields. For a list of the record types that support the preconfigured Attachments related item, see About Attachment Configurations.
Reviewing attachments helps you to determine:
Before you begin. To perform the procedures for managing attachments, your role must include the Manage Attachments and Detail Page Image privilege.
To review attachments
- In the upper right corner of any page, click the Admin global link.
- In the Content Management section, click the Content Management link.
- In the Manage Attachments and Images section, click the Manage Attachments link.
- Do any of the following:
Task
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Action
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View an attachment
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Choose View in the record-level menu for the attachment.
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Delete an attachment
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Choose Delete in the record-level menu for the attachment. The deleted file or URL is moved to the Deleted Items page and is permanently removed from the database after 30 days. If you need to delete multiple attachments, you can use the Batch Delete command. For information on Batch Delete, see Creating and Using Attachment Lists below.
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Replace an attachment
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To replace a file with a different one, choose Replace in the record-level menu for the attachment. On the Edit page, browse to the new file and save the record.
To replace a URL with a different one, click Replace. On the Edit page, enter the required information and save the record. For complete instructions, see Attaching Files and URLs to Records.
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Display the record count
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To display the quantity of attachment records that meet the current list filter or other specifications, click the Menu button and select Record Count.
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Creating and Using Attachment Lists
You can restrict the current display of records to show only records that meet specific criteria (such as file size greater than a specific value, attachments of a specific type, and so on). You can save these specifications as a named list that you can reuse whenever you display the Manage Attachments page.
With lists, you can perform the following tasks:
Task
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Action
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Create a new list
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To create a new list, click the Menu button and select Create New List. For more information, see Working with Lists.
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Show List Filter
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To display the current list filter criteria, click the Menu button and select Show List Filter. The View List page shows the current criteria in the Filter Information tab, and the selected fields in the Selected Fields tab.
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Refine List
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To refine your current list criteria, click the Menu button and select Refine List. For more information, see Working with Lists.
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Save List
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When your list definition is complete, you can save it for future reuse.Click the Menu button and select Save List. In the Refine List page, enter a list name and click Save and Run.
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Export List
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You can export the currently displayed list of attachments to a file. Click the Menu button and select Export List. For more information, see Exporting Records in Lists.
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Batch Delete
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To delete all attachments shown in the list, click the Menu button and select Batch Delete. When prompted, click OK. For more information, see Batch Delete and Restore Queue Page.
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