Tracker allows you to associate as many files as you wish with a record. These "attachments" can be anything from an image file, to a customer email or a website URL.

Attachments are presented as a list of standard HTML hyperlinks when the record is viewed by the user, and are presented to the user in a new browser window when clicked.

Adding an Attachment

An attachment file can be included with a record when the record is first created (see Adding Records), when processing records (see Marking a Task Complete) or it can be added to a record by following these steps:

1. Edit the desired record, either by navigating to it via a query result, or via the Edit icon
2. Click on the Attachments link in the upper right corner of the Edit Page. A form appears that displays the current attachments associated with the record.
3. Select the type of attachment you are adding. File is a file which will be uploaded to your server. URL is a URL specification (which is not uploaded to the server). The URL attachment type may be useful when tracking problems on web sites.
4. Click on the Add New Attachment button
5. In the form displayed, enter a meaningful description of this attachment in the Attachment Description: field
6. If you have selected a File attachment, use the Browse button to select the file from your local machine. If you have selected a URL attachment, type in the URL you wish to add as an attachment. Please include the protocol portion of the URL (e.g. http://, ftp://, file://, etc.) for URL attachments. Without the protocol portion entered in the URL, you won't be able to use the link you have saved.
7. Click on the OK button

If you should encounter any errors when uploading files to the server, a list of the files which encountered problems and the associated error messages will be displayed at the top of the next page.

Editing an Attachment

To edit an existing attachment, follow these steps:

1. Edit the desired record, either by navigating to it via a query result, or via the Edit icon
2. Click on the Attachments link in the upper right corner of the Edit Page. A form appears that displays the current attachments associated with the record.
3. Locate the desired attachment in the table and click on the Edit button that appears in the same row
4. In the form displayed, edit the attachment URL or description. If the attachment is a File attachment, you will not be presented with the option to edit the URL.
5. Click on the OK button

Removing an Attachment

To delete an existing attachment, follow these steps:

1. Edit the desired record, either by navigating to it via a query result, or via the Edit icon
2. Click on the Attachments link in the upper right corner of the Edit Page. A form appears that displays the current attachments associated with the record.
3. Locate the desired attachment in the table and click on the Delete button that appears in the same row
4. Click on the OK button

Viewing Attachments

Attachments to records appear as a list of descriptions and clickable links when the record is viewed.

To view a file attachment or go to the location of a URL attachment, click on the attachment description.

To download a file attachment, click on the download icon. The action that occurs when the link is clicked depends upon the actions defined for each file type in the user's browser and on the file extension to file type mapping used by your web server. Please refer to your web browser's documentation for details on how to set up actions to handle various file types. Please contact your web site administrator if a file is not being mapped to the appropriate file type by your web server.