Within the attachment detail dialogue, we've made the attachment type and attachment description fields required. This is extremely helpful when trying to find a specific attachment among several added by various users. When a file is attached via drag & drop, this dialogue box is bypassed and so are the requirements for attachment type and attachment description. This has led to several untitled attachments in our system and is a chronic issue. If the attachment detail dialogue box would appear with files attached via drag and drop, this issue would be solved.
Guest
| Company | Maxson and Associates, Inc. |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
1
Likely but not yet planned
0
In Development
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Adding comment because VACCTG-I-1120 was merged here, but I don't believe it's the same suggestion and seems simpler to resolve. The merged suggestion was stated as: Add a field to the “Attachment Lister” so that we can see the "Type," and that is exactly what we're seeking. The Attachment Lister currently displays Filename, Description, Added Date and Added By which are extremely helpful, but the missing piece is Attachment Type. Thanks for your consideration of this suggestion.
Just to be sure everyone knows... You can set a default attachment type at the Form level by going into "Form Properties" and the "System Wide" tab. (You have to have Admin permissions). This will apply whatever you set as the "Default Attachment Type" to whatever you drag and drop onto a form. It doesn't allow a description however. A work-around could be a descriptive file name so no formal description would be necessary.
Taking this a step further, it would be nice if each tab in a form could have its own "Default Attachment Type". Recently we've been trying to start scanning all HR documents. There's a lot of security requirements for these type of things so we've made several different secure attachment types. Unfortunately, HR Resource Master has a bunch of tabs that share the "Default Attachment Type". It seems like any tab that has its own standalone form (like Salary History) gets its own separate attachment bucket w/ its own "Default Attachment Type". The flip side is the Info, PR Info, Other Info, Application, and Physical Results tabs all share the same attachment bucket (or save location) and the same "Default Attachment Type". This is messy and confusing to users. "If I click on certain tabs I always see the same attachments, but if I click on these other tabs, I get different attachments for a person." Either all tabs should have their own individual settings or no tabs should. I'm lobbying for each tab to have its own settings for the drag and drop default attachment functionality I outlined above. Maybe the Grid tab could show all attachments across all the different tabs for the person selected?
I was just adding another wish for this same thing, but seeing this is planned, thought I'd add a couple thoughts here.
What if multiple files are added at once? Can we have some way to set all of them to the same Type, perhaps something like the "Attachment Form" window, but with editable fields in the Grid view? Please with a cherry on top?
It might be worth adding an option to disable at form level. Some forms we have 1 to 1 records to attachments and we don't require it, where as others we want it forced.
This is a very good idea. I would envision this as a default off option that customers could choose to turn on at the server level. Something like "Prompt for Attachment Details Upon Upload"? The pop up box might have another option checkbox to "Apply to remainder of attachments". That way, if an attachment type / description is used across more than one uploaded attachment, the user wouldn't need to type it in multiple times. Thoughts?
I think if the total votes were tallied across the various suggestions for this it would be fairly significant - https://vistaerp.ideas.aha.io/ideas/PM-I-122
I believe this request was also on an older thread and this is a feature I would like to see as well.