This documentation supports the 19.08 version of Remedy Action Request System.

To view an earlier version, select the version from the Product version menu.

Creating attachment pools

Use these procedures to create an attachment pool.

Note

For an overview of attachment pools, see Attachment pools.

To create an attachment pool

  1. Open the appropriate form.
  2. Right-click the form, and select Create a New Field > Attachment Pool.
    The new attachment pool field appears on the form.
  3. Select the field.
  4. Add attachment fields to the attachment pool:
    1. In the Properties tab, select the Attachment Fields property, and click its ellipsis button.
    2. In the Attachment Fields dialog box, click New, and then click OK.
    3. In the attachment pool, select the new attachment field.
    4. In the Properties tab, enter these values:
      • Audit Log Key — See Field Properties.
      • Audit Option — See Field Properties.
      • Label — Can have up to 80 characters. It is used as the display label and database name for the attachment field. See Field Properties.
      • Max Size — Specifies the maximum size of the attachment in bytes.
        If you set Max Size to 0 (the default), users can add attachments up to the size that your database allows. See Attachment field size considerations.
    5. To add another attachment field, repeat steps a through d.
      The number of attachment fields determines the number of attachments users can add. You can specify as many attachment fields as your database permits. If you exceed the limit, you get a database error. To determine the limit, see your database documentation.
    6. To move an attachment field from another attachment pool to this pool, see To move an attachment field from one attachment pool to another.
    7. (Optional) Rearrange the attachment fields by using the Up and Down buttons in the Attachment Fields dialog box
  5. Set database properties for each attachment field:
    1. In the attachment pool, select the appropriate attachment field.
    2. In the Properties tab, set these properties as necessary:
    3. Repeat steps a through b for each attachment field.
  6. (Optional) Specify column headings and button (mid tier) labels for the attachment pool:
    1. Select the attachment pool.
    2. In the Properties tab, edit or clear the values of the following label properties.
      If you clear a label for a button, the button is not displayed. If you clear a label for a column, the default column name is used. When users add attachments, the file names appear in the attachment pool even if you do not display any columns or buttons.

      Label property

      Default value

      Description

      Add Label

      Add

      Label on button or context menu used for adding attachments.

      Attach Name Label

      Attach Name

      Label on column displaying attachment field labels.

      Delete Label

      Delete

      Label on button or context menu used for deleting selected attachments.

      Deselect Label

      Deselect

      Label on button or context menu used to deselect selected attachments. When you open a form created before version 7.1.00 in BMC Remedy Administrator, and BMC Remedy Developer Studio detects that an attachment pool is on the form, the modified flag is set, so you must save the form. The saved form includes the Deselect button or context menu. If the form is not opened in BMC Remedy Developer Studio before a user opens it, in a browser, the Deselect button or context menu does not appear.

      Display Label

      Display

      Label on button or context menu used for opening selected attachments on the client. For browsers, only files with file name extensions configured to open in the browser open. If a file type is not configured to open in the browser, a Save dialog box opens.

      File Name Label

      File Name

      Label on column containing attached file names.

      File Size Label

      Max Size

      Label on column containing attached file sizes.

      Save Label

      Save to Disk

      Label on button or context menu used for saving selected attachments on the client.

  7. Set other field properties as needed.
    See Field Properties.
  8. Select the attachment pool, drag it to a position in the form, and adjust its size.

    Note

    For web views, make sure to leave enough space on the form to accommodate the Add, Delete, Display, and Save to Disk buttons that appear below the attachment pool in a browser.

    See Arranging fields in a form view.
  9. Right-click the form, and select Save.

To move an attachment field from one attachment pool to another

  1. Select the attachment field to move.
  2. In the Attachment Pool List list on the Properties tab, select the name of the attachment pool to move the field to.
    Both attachment pools must be on the same form.
  3. Right-click the form, and select Save.

To delete an attachment field from an attachment pool

  1. Right-click the attachment field, and select Delete.
  2. In the confirmation message, click Yes.
  3. Right-click the form, and select Save.
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