Attachment Type Maintenance
Menu Path: System Administration 
System Setup Attachments Attachment Type Maintenance
Purpose
Set up attachment types for attachment groups.
Overview
Use Attachment Type Maintenance to set up types of attachments. Every attachment must be associated with an attachment group and attachment type combination. An attachment group determines what users or user groups have access to attachments in the group and what kind of access (View, Update, Create, or Delete). An attachment type is a categorization tool so that you can view all attachments within a categorization.
Before setting up attachment groups, determine what security you want to have for attachments. For example, if accounting attachments are not allowed to be seen by sales people, then you might have a separate attachment group for accounting personnel, with attachment types of Credit, Collection, etc. An attachment type can then be selected when attachments are created in Attachment Entry.
Note By default, there is a DEFAULT attachment type for each attachment group.
For database information for this window, see Attachment Type Maintenance Database Information.
Creating a New Attachment Type
To define a new attachment type:
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Click the New button in the ribbon.
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Enter an attachment group in the Attachment Group field.
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Enter a name for the attachment type in the Attachment Type field.
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Enter a description of the attachment type in the Description field.
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Enter the folder in which to store attachments for the attachment type in the Attachment Directory field.
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Click the OK button in the ribbon. The attachment type is created.
Updating an Attachment Type
To update an attachment type:
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Enter the attachment group in the Attachment Group field.
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Enter the attachment type in the Attachment Type field.
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Click the Update button in the ribbon.
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Edit the description of the attachment type.
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Enter the folder in which to store attachments for the attachment type in the Attachment Directory field.
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Click the OK button in the ribbon. The attachment type is updated.
Deleting an Attachment Type
To delete an attachment type:
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Enter the attachment group in the Attachment Group field.
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Enter the attachment type in the Attachment Type field.
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Click the Delete button in the ribbon.
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Click the OK button in the ribbon. The attachment type is deleted.
Note An attachment type cannot be deleted if it has been used for an attachment.
Ribbon Home Tab Buttons
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Button |
Description |
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Exit |
Click this button to close the Attachment Type Maintenance window. |
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New |
Click this button to create a new attachment type. This button is only available if the Main tab is displayed. |
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Update |
Click this button to update the selected attachment type. This button is only available if the Main tab is displayed. |
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Delete |
Click this button to delete the selected attachment type. This button is only available if the Main tab is displayed. |
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OK |
Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon. |
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Cancel |
Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon. |
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Show Data |
Click this button to refresh attachment group and type data in the Selected Attachment Groups and Types grid. This button is only available if the Inquiry tab is displayed. |
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First |
Click this button to display the first attachment type. This button is only available if the Main tab is displayed. |
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Prev |
Click this button to display the previous attachment type. This button is only available if the Main tab is displayed. |
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Next |
Click this button to display the next attachment type. This button is only available if the Main tab is displayed. |
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Last |
Click this button to display the last attachment type. This button is only available if the Main tab is displayed. |
Fields and Buttons
|
Field or Button |
Description |
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Enter an attachment group, or click the Lookup button to select an existing attachment group. For information on setting up attachment groups, see Attachment Group Maintenance. |
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Enter a name for the attachment type, or click the Lookup button to select an existing attachment type. |
Main Tab Fields and Buttons
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Field or Button |
Description |
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Enter a description of the attachment type. |
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Enter the folder path used to store attachments for the attachment type, or click the Lookup button to navigate to and select the folder. This overrides the folder path for the attachment group and/or system ID. NOTE This can be a UNC path or a mapped drive. The AppServer must be able to access this folder, and the folder must be in the same domain as the AppServer. When an attachment is created, the file for the attachment is moved to this folder. |
Inquiry Tab Fields and Buttons
Note This tab is disabled if you are creating, editing, or deleting an attachment type.
|
Field or Button |
Description |
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Select this check box to display attachment types for all attachment groups. This check box is selected by default. If you want to only display attachment types for a single attachment group, clear this check box, then enter the attachment group, or click the Lookup button to select an attachment group. |
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Select this check box to display all attachment types. This check box is selected by default. If you want to only display a single attachment type, clear this check box, then enter the attachment type, or click the Lookup button to select an attachment type. |
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This grid displays attachment types based on the selected filter criteria after you click the Show Data button in the ribbon. Double-click an attachment type to select it and display information for it on the Main tab. This grid includes the following columns:
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