AX2120
File groups can be configured to allow users to attach supporting files to plan files. For example, the file group could be for capital planning, and you want users to be able to attach supporting documents to a particular capital request.
When using form-enabled plan files in the Web Client, you can provide users with access to file attachment functionality for the current plan file as follows:
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By default, users can use the File Attachments panel in the Web Client to upload attachments, open attachments, and manage attachments. This feature is automatically available if file attachments are enabled for the file group.
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You can optionally use the Upload Plan File Attachment button behavior within a plan file to allow users to upload new attachments only.
Additionally, the following features can be used in any form-enabled file:
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You can use the File Attachment command on a button to allow users to upload attachments, open attachments, and manage attachments for a specified plan file.
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You can optionally query the Axiom.PlanFileAttachments table to generate a list of attachments, and then generate hyperlinks to open those attachments.
The user's security permissions to the plan file are applied as normal to determine whether users can upload and manage attachments, or just view existing attachments.
If a form plan file is open as a web tab in the Desktop ClientGeneral term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop., then users can use the regular File Attachments button on the Axiom ribbon tab to upload, open, and manage attachments. The behavior of the button is the same as for spreadsheet Axiom files. Forms can only be opened as web tabs within the Desktop Client when using the Windows Client.
