Searching by File Attachments

Advanced searches and saved searches can include search criteria and results based on files attached to records. You can specify file field values to be used as filters for search criteria. You can include fields stored for the attached file, including file names, as columns on results pages.

• To define a field from an attached file (such as the file's name) as a search filter:

  On the Search page's Criteria subtab:

  • Select File Fields... in the Filter dropdown list.

  • In the popup window that appears, select a field from the File Filter dropdown list.

  • Click the Set Options button and in the popup window, enter or select a value for the filter field, and click Set.

• To select a field from an attached file to be displayed as a results column:

  On the Search page's Results subtab:

  • Select File Fields... in the Field dropdown list.

  • In the popup window that appears, select a field from the File Field dropdown list.

• Search by file attachments is available for the following types of searches:

  • Activity

  • Campaign

  • Case

  • Contact

  • Custom Record

  • Customer

  • Employee

  • Entity

  • Event

  • Issue

  • Project

  • Opportunity

  • Partner

  • Phone Call

  • Task

  • Transaction

  • Vendor

Related Topics

• Defining an Advanced Search
• Advanced Search Criteria Filters
• Search Results Display Options
• Related Records Fields Available for Advanced Searches
• Summary Types for Search Results

General Notices