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In the tasks list view, select a task.
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In the task details page, select Attachments. You can view all the task related files.
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Select
icon to attach the files to the task. The attachments uploaded from the mobile device
will be reflected in SaaS also.
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Choose the type of file source:
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Select
to attach a document from the mobile device local storage.
The document have to be in pdf format only.
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Select
to upload an image from the mobile device gallery.
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Select
to upload a picture directly from the mobile device camera.
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Select
icon to edit the properties of the attachments. Using this, you can Open, Rename, Delete and Replace the files attached for a task.
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Choose the type of action:
Open: Select to open the attachment associated with a task.
Rename: Select to rename the caption of the attachment associated with a task.
Delete: Select to delete the attachment associated with a task.
Replace: Select to replace the existing attachment associated with a task.
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When you upload an attachment, you can be able to add a caption to the file attached. Otherwise, the caption is automatically taken as default.
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Uploading an attachment for a closed task is allowed only if you have the manage rights. Otherwise, the upload button and edit options are in disabled state.
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In online and offline modes, you can upload or download an attachment of size up to 3 MB only.
Upload and download the Attachments for a Task in Offline mode:
You can edit attachments associated for a task in offline mode as well. Here are some prerequisites:
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When a user check-out a task, and switches to offline mode; the files associated with the task by default gets downloaded to device.
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Before switching to offline mode, make sure to:
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Check Out the selected task. For more information on Check Out objects, see Using Sync Manager.
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Sync all the data to local database using sync manager.
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Select the Offline Mobile? flag for the files, under Files tab In Edit Task Completion page of SaaS, For more information, see Tasks and Inspections.
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For the attachments uploaded using mobile device, the Offline Mobile? check box for the files in SaaS by default is in selected state.
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When you select the check box for Offline Mobile? in SaaS, the flag gets updated in mobile device with a tick mark.
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Select
icon to edit the properties of the attachments. Using this, you can Open, Rename, Delete and Replace the files attached for a task.
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Choose the type of action:
Open: Select to open the attachment associated with a task.
Rename: Select to rename the caption of the attachment associated with a task.
Delete: Select to delete the attachment associated with a task.
Replace: Select to replace the existing attachment associated with a task.
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After editing the attachments, Check In the modified task using Sync Manager. For more information on Check In and Upload, see Using Sync Manager.
The attachments with the tick mark only can be downloaded in offline mode.