Configuring FSM Mobile File Management
Configure the supplied files resource under "routes/mobile" for job uploads. For more complex jobs, you can configure several labeled Files views beneath parent tabs for specific kinds of work. Use the same categories to select photographs for reports. A separate read-only resource can provide reference documents from related records.
This topic includes the following sections:
For the supplied Files behavior, see FSM Mobile Files Tab. Reuse files for upload-capable views so that its native file operations remain available.
Configuration References
The following table lists references for common settings and syntax. The following examples contain only the values needed for their Files arrangements.
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Configuration Detail |
Reference |
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Editing, merging, and applying configuration, and selecting resources for CRM tasks or project tasks |
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Resource labels, hierarchy, permissions, article definitions, and numeric-suffix reuse |
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File picker, accepted types, size limits, image resizing, description fields, and element validation |
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Resource options, template tags, and expressions that combine element values |
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File searches, nested attachment searches, mappings, and retrieval limits |
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Report data, image mappings, and PDF templates |
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Report email selection, recipients, and automatic sending |
To change a supplied Files setting, set the corresponding property under routes/mobile.files. For example, use element.document.accept for picker choices or delete for the Delete action in FSM Mobile. For definitions, defaults, and limits, see the configuration references.
FSM Mobile File Configuration Patterns
These three patterns are adapted from customer production configuration files. They are fragments to combine with the supplied configuration and the account's existing rules. They are not complete account exports. Keep the other resources and conditions in each matching rule. For more information, see Selecting Resources.
See the following help topics: