View Attachments
  • 05 Feb 2024
  • PDF

View Attachments

  • PDF

Article Summary

Files uploaded to Service Records, either contextually or as general content

Requirements

Admins with Edit permissions can add, download, and delete Attachments

This document describes how to view Attachments in the Journey, Attachments tab, and Service Record Description.

Attached files are displayed in the Service Record (Journey, Attachments tab, and Service Record Description) with the file:

  • Thumbnail

  • Name

  • Type

  • Upload timestamp

  • Uploaded by

Attachment Types

Contextual Attachments

Attachments uploaded or emailed within the context of a Note, Message, or action executed using a Rich Text Editor

General Attachments

Attachments uploaded without a specific context

Attachment File Requirements

Limited to 50MB each

Most common file formats are supported

Blocked File Formats

Blocked formats (for security reasons)

JSP, JSPX, JSW, JSV, JSPF, WSS, DO, ACTION, EXE, MSI, PS1, HTML, HTM, PIF, APPLICATION, GADGET, MSP, COM, SCR, HTA, CPL, MSC, JAR, BAT, CMD, VB, VBS, VBE, JSE, WS, WSF, PS1XML, PS2, PS2XML, PSC1, PSC2, MSH, MSH1, MSH2, MSHXML, MSH1XML, MSH2XML, SCF, LNK, REG

Can be whitelisted to be supported for upload

To whitelist file formats(s), contact your Customer Success Manager

In the Journey

1 of 3 Journey Modes that display Attachments

 Attachment-related Events in three of the Journey’s Modes:

In the Attachments tab

The Attachments tab displays all Service Record Attachments (including all Attachments uploaded through the Self-Service Portal) in a gallery view, and can sort Attachments according to the filters listed in the table below.

Sort by

Upload Time (default)

File Name

File Type

Filter by

File Type (Images, PDF, Text, XLS)

Upload Time (Today, Yesterday, Last Week, Last Month)

In the Service Record Description

The Details Section’s Rich Text Editor in the Service Record Form offers an option for users to upload Attachments directly into the Details Section — as Contextual Attachments.

When the Service Record is viewed by an Admin, the Attachment file thumbnails are visible in the Details section.