June 9, 2015
Adding files to an item in Dovetail Agent is a pretty common activity. File attachments are supported on the following items: cases subcases solutions contracts site parts accounts We’ve made it super easy to add a file, which uploads it to the server and “attaches” it to the item. File attachments are stored in a common location on the server. Gone are the days of file attachments in the Clarify Classic Client where a file attachment resided on someone’s C drive, and couldn’t be accessed by anyone except the user who added the file attachment. Plus-One On each item, there’s a Files tab. Click on the tab, then click the + on the tab header. (From a development standpoint, we commonly refer to this as our plus-one pattern, where you click the plus sign to add one more related item)…
File uploads in Dovetail Agent
June 9, 2015
Adding files to an item in Dovetail Agent is a pretty common activity. File attachments are supported on the following items: cases subcases solutions contracts site parts accounts We’ve made it super easy to add a file, which uploads it to the server and “attaches” it to the item. File attachments are stored in a common location on the server. Gone are the days of file attachments in the Clarify Classic Client where a file attachment resided on someone’s C drive, and couldn’t be accessed by anyone except the user who added the file attachment. Plus-One On each item, there’s a Files tab. Click on the tab, then click the + on the tab header. (From a development standpoint, we commonly refer to this as our plus-one pattern, where you click the plus sign to add one more related item)…