AX2120

Using file attachment features in an Axiom form

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, you can provide users with access to file attachment functionality for the current plan file as follows:

  • By default, users can use the File Attachments panel in the Web Client task bar to upload attachments, open attachments, and manage attachments. This feature is automatically available if file attachments are enabled for the file group.

  • 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:

  • 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.

  • 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.