Configuring Attachments
Attachments provide additional information related to the Installed Product or Location records and is a useful way of sharing information that exists in another format. Attachments can include screenshots, images, videos, pdfs and so on. Attachments in Installed Base App Setup page provide an access point to download and view attachments in the Installed Base App. If the global setting GBL037 is enabled, then the attachments are saved as Salesforce files in the server.
Any attachments/files associated to Installed Product or Location records can be downloaded and viewed in the Attachment tab within the Installed Base App. Initial and incremental data sync automatically downloads all the attachments/files associated to the Installed Product or Location records to the Installed Base App. Additionally, attachments downloaded to the Installed Base App can be restricted by specifying the type of attachments allowed to be downloaded and the size of each attachment that can be downloaded.
In order to be able to view the Attachment tab in the Installed Base App, Attachments must be enabled in the Installed Base App Setup page for the group profile.
Reference Topics
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