Files Tab

The Files tab lets you attach files from your mobile device to the selected task.

This tab has three screens: Add File Item screen, the Edit/Delete File Item screen and the File Item List screen.

Add File Item screen in detail

This screen lets you add and attach file items to the selected task.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	Lets you go to the File Item List screen.	If there's one or more saved files for this task, then the File Item List screen is displayed. If there are no saved notes for this task, then this button has no effect.	When there's one or more saved file items for the selected task.	None	1
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	2
Saving To Cloud indicator	Informs you that the file item is being saved to the cloud.	None	After you press the Save button until data has been saved to the cloud.	None	3
Discard Changes button	Lets you clear any changes made in the Add/Edit File screen.	Shows the alert below. If you press OK on the alert, then Field Service Mobile reverts the contents of all data entry fields to the default values. If you press Cancel on alert, then the alert is hidden, and no changes are made.	As soon as changes are made to any of the data entry items in the screen.	Shows the alert “Are you sure you want to discard your changes? OK. Cancel”.	4
Save button	Lets you save any changes made in the Add File Item screen.	Saves all data entered in the Add File Item screen then displays the Edit/View File Item screen with all the fields and data for the newly added file item.	When both the File autoload text field and the Description text box contain valid values.	None	5
Upload Autoload text field	Lets you select a file to upload and attach to the selected task. This also functions as a button when you press anywhere in the field, Field Service Mobile opens your device’s default file selection tool. When you select a field, the field displays the filename of the selected file.	Displays your mobile device’s default file selection tool so you may select one file to upload to the cloud.	Always	None	6
Clear Upload Autoload text field button	Lets you clear contents of the Upload autoload text field.	Clears contents of the Upload autoload text field.	When the Upload autoload text field contains data.	None	7
File Description text box	Lets you enter a description for the current file.	None	Always	None	8

Edit/Delete File Item screen in detail

This screen lets you edit or delete files attached to the selected task.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	Lets you go to the File Item List screen.	If there's one or more saved files for this task, then Field Service Mobile shows File Item List screen. If there are no saved notes for this task, then this button has no effect.	Always	None	1
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	2
Delete File Item button	Lets you delete a file item. This includes the attached file itself and associated data like description, that has been saved to the cloud.	Deletes the current file and associated data from the cloud. If the file you deleted is the only file saved for the selected task, then the Add File Item screen is displayed. Otherwise, the File Item List screen is displayed.	When viewing a file record that has been saved.	None	3
Saving To Cloud indicator	Lets you know the file item is being saved to the cloud.	None	After you press the Save button until the data has been saved to the cloud.	None	4
Discard Changes button	Lets you clear any changes made in the Edit/Delete File Item screen.	Shows the alert below. If you press OK on the alert, then Field Service Mobile reverts the contents of all data entry fields to the default values. If no data has been saved to the cloud for the current file item, then all data entry items are set to default values. If data has been saved previously for the current file item, then all values revert to their previous values when the file item was last saved. If you press Cancel on alert, then the alert is hidden, and no changes are made.	As soon as changes are made to the File Description text box.	Shows the alert “Are you sure you want to discard your changes? OK. Cancel”.	5
Save button	Lets you save any changes made in the Edit/Delete File Item screen.	Saves all the data entered in the Edit/Delete File Item screen for the selected task.	As soon as changes are made to the File Description text box.	None	6
Download button	Lets you download and view a file that has been previously saved to the cloud.	The file will be launched into a new browser tab. Depending on the operating system of your mobile device, the file, and the file type, this file will either display in the new tab or be saved in your device so that another app may be able to display the file.	Always	None	7
File Size text display field	Shows you the file size, in kilobytes, of the stored file.	None	Always	None	8
File Description text box	Shows you the previously saved description for the current file record. However, if you edit the contents of this text box, you can save the new contents to the cloud by pressing the Save button.	None	Always	None	9

File Item List screen in detail

This screen lets you view all of the file items added for the selected task.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	1
Add New File Item button	Lets you go to the Add File Item screen to add a new file item.	Shows the Add File Item screen with all data entry fields filled with default values.	Always	None	2
File Item list	Shows you all the saved files for the selected task.	None	Always	None	3
File Item list entry	Lets you show the file name, description and file size of each file in the File Item list. This also functions as a button that displays the Edit/Delete File Item screen when you press it.	Shows the Edit/Delete File Item screen with the data entry fields filled with the saved values for the current note.	Always	None	4

General Notices