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入门 > 使用记录 > 使用附件 > 通过附件字段将文件附加到记录
通过附件字段将文件附加到记录
附件字段在“定制对象”记录类型以及某些行业特定或专用于 Oracle CRM On Demand Partner Relationship Management Edition 的记录类型上受支持。附件字段允许您将单个文件附加到记录。有关支持附件字段的记录类型的列表，请参阅关于附件。
公司管理员决定您用户角色的页面布局上是否提供附件字段。
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.
以下过程描述了如何通过附件字段将文件附加到记录。
通过附件字段将文件附加到记录
- 在想要对其附加文件的记录的“编辑”页面上，在“附件”字段中，单击回形针图标。
- 浏览到想要添加的文件并选择它。
注意：如果您使用具有 iOS 操作系统版本的设备且支持与 Oracle CRM On Demand 一起使用，则还会提供拍照或录像选项。拍照或录像后，会自动作为附件上载到 Oracle CRM On Demand。
- 保存所做的更改。
注意：根据公司管理员对页面布局进行配置的情况，您可能在页面上看到“附件：文件名”字段和“附件：大小（以字节为单位）”字段。如果存在这些字段，当您保存记录时，系统会自动用文件名和文件大小填充它们。这些字段不可编辑。
您可以从记录中删除附加的文件。但是，这样做会使附加的文件从 Oracle CRM On Demand 数据库中被删除，且无法从 Oracle CRM On Demand 中恢复。
提示：从记录删除文件之前，请将要删除的文件下载到本地计算机或另一台服务器并进行保存。
以下过程描述了如何从记录中删除文件
从记录中删除文件
- 在“编辑记录”页面上，单击“附件”字段旁边的 X 图标。
- 确认想要从记录中删除的文件。
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