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透過附件欄位將檔案附加至記錄

「自訂物件」記錄類型以及特定產業或 Oracle CRM On Demand Partner Relationship Management Edition 特定類型的某些記錄類型可支援附件欄位。附件欄位可讓您將單一檔案附加至記錄。如需支援附件欄位的記錄類型清單,請參閱關於附件

您的公司管理員會決定附件欄位是否可在頁面版面配置中提供給您的使用者角色使用。

When attaching files to records, the following considerations apply:

  • You can upload compressed files, including .zip files.
  • For data protection and security reasons, each file that you attempt to upload is checked to determine whether it is an executable file, regardless of the file extension. If a file is identified as an executable file, then you cannot upload it.
  • A file name can contain any character that is supported for use in file names in Microsoft Windows.
  • In the case of files that are uploaded as attachments to records through the preconfigured Attachments related information section, you cannot upload two files with the same file name as attachments to the same parent record. However, all photographs that are uploaded from mobile devices that use the iOS operating system are given the same name by the mobile device. To ensure uniqueness of file names within the set of attachments linked to a parent record, Oracle CRM On Demand appends the current timestamp to the file name of all such files. This means that if you upload the same file as an attachment more than once from a mobile device that uses the iOS operating system, then the file is added as an attachment each time that you upload it, but the file names of the attachments in Oracle CRM On Demand are different.
  • Each file that you attempt to upload is scanned for viruses. If a virus is found in the file, the file is not uploaded, and a message appears.
  • Uploaded files must be less than 20 MB. If you have a large file, consider the following options:
    • Compress the file to make it smaller.
    • Split the file into smaller files (and compress them if necessary).
    • Place the file on a public server and indicate the path and file name for it instead of attaching the file to the record.

下列程序說明如何透過附件欄位將檔案附加至記錄。

透過附件欄位將檔案附加至記錄

  1. 在您要附加檔案的記錄「編輯」頁面上,請在「附件」欄位中按一下迴紋針圖示:

    附件

  2. 瀏覽並選取您要附加的檔案。

    備註:如果您是使用內含支援 Oracle CRM On Demand 之 iOS 作業系統版本的裝置,則也會有可供使用的拍照或攝影選項。您拍照或攝影後,系統會將其上傳至 Oracle CRM On Demand 作為附件。

  3. 儲存變更。

附註:根據您公司管理員設定頁面版面配置的方式,您可能會在頁面上看見「附件:檔案名稱」欄位和「附件:大小 (位元組)」欄位。這些欄位會在您儲存記錄時,自動填入檔案名稱和檔案大小。您無法編輯這些欄位。

您可以將附加的檔案從記錄中移除。不過當您移除檔案時,檔案也會從 Oracle CRM On Demand 資料庫中移除,因此您無法將其從 Oracle CRM On Demand 還原。

提示:在您將檔案從記錄中移除之前,請先將檔案下載至本機電腦或另一部伺服器以儲存該檔案。

以下將說明如何將檔案從記錄中移除。

將檔案從記錄中移除

  1. 在記錄「編輯」頁面上,按一下「附件」欄位旁的 X 圖示。
  2. 確認您要將檔案從記錄中移除。

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