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Getting Started > Working with Records > Working with Attachments > About Attachments
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
- Event
- Fund
- Fund Request
- Household
- Lead
- Opportunity
- Partner
- Program Membership
- Service Request
- Solution
Attachments can also be linked to alert records and sales stage records.
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.
- 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.
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.
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