Transaction Attachments

CGI Advantage allows you to upload and attach files created in other applications (for example, Excel spreadsheets and Word transactions), to Advantage transactions. These files are known as attachments. These attachments are associated with transactions they were “attached to” and are then treated as an extension of the transaction.

If the transaction were to be archived, the attachments would be archived as well. Since attachments are treated like an extension of a transaction, CGI Advantage security applies to these attachments. Thus you will be able to access attachments for only transactions which you are authorized to work with.

You may add, delete, and restore attachments to a transaction, as long as a transaction is in Draft phase. The attachment information may be viewed at any time from the Attachments page. Once an attachment has been added to a transaction, CGI Advantage keeps track of the attachment information, in the Attachments Log. The “Using Attachments” topic in the CGI Advantage Transactions User Guide, further describes the Attachments functionality.

The Attachment Count feature can be turned off for all transactions within the application by setting the Bypass Transaction Attachment Counts (BYPASS_DOC_ATT_CNTS) parameter on the Application Parameters (APPCTRL) table to true.  If the Bypass Transaction Attachment Counts (BYPASS_DOC_ATT_CNTS) parameter is set to false, then the Attachment Count feature can be turned off for individual transactions by specifying the transaction codes in a comma separated list in the Bypass Transaction Attachment Counts List (BYPASS_DOC_ATT_CNTS_LST) parameter on the APPCTRL table.  

The enableAttachmentOptions flag in the feature.conf file determines whether the Attachment Options feature is enabled. When the enabled property is set to true for enableAttachmentOptions in the feature.conf file, then the attachment functionality can be controlled for the transactions or pages based on the configuration set on the Attachment Options page. When the enabled property is set to false for enableAttachmentOptions in the feature.conf file, then the configurations specified for any transaction or page on the Attachment Options page will not be applicable.

Additionally, the MAX_VIEWABLE_ATTACHMENTS_ON_MODAL parameter in the ERP Application Parameters (ERPCTRL) page can be used to define the maximum number of Attachments that can be viewed on the Attachments modal window. Note: This parameter only controls the number of attachments that can be viewed on the Attachments modal window and it does not restrict the user from uploading attachments beyond this limit. Refer to the “ERP Application Parameters” topic for more details on the parameter.

Please refer to the “Using Attachments” topic in the CGI Advantage Transactions User Guide for information about sending a separate email containing the attachments associated with the version of the transaction being printed to the Email output.