Edit attachment form - Psoda Help Centre

This popup form can be accessed via the

edit button in the top header area of the attachment view page, as shown in Figure 1. Alternatively you can access the

edit popup form via the

actions column menu of the Attachments tab at any of the parent asset view pages (e.g.

project,

task,

evaluation etc), as shown in Figure 2.

Figure 1 – Access via edit button

Figure 2 – Access via actions column menu of asset listing

This popup is shown in Figure 3 and Figure 4 and it is used to edit an attachment.

Figure 3 – Edit attachment details tab

Figure 4 – Edit attachment allocated to tab

You can either attach a link to your document or upload your document to the Psoda server. If you attach a link URL then your users will need access to the destination of the link. If you upload the document to the Psoda server then your users will be able to download the document directly from Psoda. This form has the following fields:

Parent Assets:	These read-only fields show the asset hierarchy of which assets this new attachment sits under. The lowest level shows where this attachment is being added to.
Short name^*:	Enter a short name for this new attachment. This field is mandatory.
Description:	Enter a longer description for this new attachment here.
Version:	Enter the version of the attachment here.
Attachment type:	Use this drop-down list to select the type of attachment you want to add. One of the next three fields will be displayed depending on the type that you select.
(File to attach):	If you have selected the “Upload Document” option from the Attachment type field above, you will be presented with this field. Select the browse button to choose the file you want to upload to the Psoda server.
(Link URL):	If you have selected the “External Link” option from the Attachment type field above, where you can enter the link URL in this field. If you don’t include the link type in the URL, e.g. http://, https:// or file:// then Psoda will automatically add http:// to the front of the URL.
(Internal shortcut):	Use the tree navigation layout to select the asset you want to link to. You can show or hide levels or sub-levels by clicking on the expand or collapse icons.
Workflow:	Select the applicable workflow for this attachment. You can define your own workflows if you do not want to use the system default workflow. If you do not have access to any workflows then this field will not be visible.

^*The short name field is mandatory and either the Link URL or file must be specified, but all others are optional. Once you are happy with your entries click the “Update attachment” button at the bottom of the form. Click the “Cancel” button if you no longer want to add the new attachment.

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