Manage Attachment Categories

Follow this procedure if you plan to use attachments.

There are two predefined attachment categories that correspond to the two attachment properties in Oracle Field Service. You can also create your own. Here's how:

  1. Navigate to Setup and Maintenance.
  2. Click the Search link in the Right-Hand Panel Drawer.
  3. Enter Manage Attachment Categories in the Search field and click the Search icon.
  4. Click Manage Attachment Categories in the search results.
  5. In the Search Results region of the Manage Attachment Categories page, click Create (+).
  6. The following table shows the values to enter for the new attachment category:

    Attachment Values for SVC_FS_ATTACHMENT

    Category Name: SVC_FS_ATTACHMENT
    User Name: OFS Attachment
    Module: Enter "Service" and tab out of the field. If a dialog window appears, select the row with User Module Name=Service, Module Type=APPLICATION and Module Key=SVC.
    Description Category for attachments imported from OFS.
  7. Click OK.

    Now, you need to associate the attachment category to the attachment entity SVC_WORK_ORDERS.

  8. Click Create (+) in the Attachment Entities region.
  9. In the dialog window, enter SVC_WORK_ORDERS in the Entity Name field.
  10. Click Search.
  11. Select SVC_WORK_ORDERS from the search results.
  12. Click Save and Close.
  13. Click Save on the Manage Attachment Categories page.

    Now, add a second category called SVC_FS_PHOTO.

  14. In the Search Results region of the Manage Attachment Categories page, click Create (+).
  15. The following table shows the values to enter for the new attachment category:

    Attachment Values for SVC_FS_PHOTO

    Category Name: SVC_FS_PHOTO
    User Name: OFS Photo
    Module: Enter "Service" and tab out of the field. If a dialog window appears, select the row with User Module Name=Service, Module Type=APPLICATION and Module Key=SVC.
    Description Category for photos imported from OFS.
  16. Associate the attachment category to the attachment entity SVC_WORK_ORDERS.

  17. Click Create (+) in the Attachment Entities region.
  18. In the dialog window, enter SVC_WORK_ORDERS in the Entity Name field.
  19. Click Search.
  20. Select SVC_WORK_ORDERS from the search results.
  21. Click Save and Close.
  22. Click Save and Close on the Manage Attachment Categories page.