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OASIS Screens»Attachments Tab Buttons
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Last modified on 7/15/2015 2:05 PM by User.

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Attachments Tab Buttons

Top Buttons

Field/Button Purpose / Action
Opens a dialog to control what columns are visible in the listing of attachments as well as what fields and order they are sorted on.
Refreshes the view
Open a dialog to delete the currently selected attachment(s)
Allows quick assignment of categories to the selected attachment(s)
Allows quick assignment of colors to the selected attachment(s)
Group Similar Groups attachments of similar types together
Opens a dialog to select an external file to attach to the transaction
Creates a new message that will be attached to the transaction
Creates a new note to be attached to the transaction
Creates a new reminder to be attached to the transaction
Opens a dialog to scan in a new attachment to attach to the transaction
Print a transmittal.
Showing If attachments are filtered (by clicking on a PO or quote in the OASIS tree on the left), the filtered transaction is shown.
Quick Search Allows for a search of the attachments tab

OASIS Tree

Field/Button Purpose / Action
Show All Shows all attachments attached to this transaction
Transactions Lists a hierarchy of transactions associated with this transaction.  If a transaction is clicked then the attachment listing will show the attachments for that transaction.
File Type Check boxes allow filtering of the attachments list by specific file types
Category Check boxes allow filtering of the attachments list by specific categories
Color Check boxes allow filtering of the attachments list by specific colors
Customers Check boxes allow filtering of the attachments list by specific customers
Manufacturer Check boxes allow filtering of the attachments list by specific manufacturer
Saved Filters List of filters saved, allowing users to show/hide attachments quickly

Attachment Listing

Field/Button Purpose / Action
Color Displays the current color associated with the attachment
File Type Displays the file type associated with the attachment
Description Displays the description of the attachment
Category Displays the current category associated with the attachment
Notes Notes for the attachment
Manufacturer Manufacturer associated with the attachment
Customer Customer associated with the attachment
Contact Contact associated with the attachment
Size File size of the attachment
Attached To What type of transaction is this attachment attached to
Create Date Date the attachment was added to the transaction
Create User User that attached the attachment
Update Date Date the attachment was updated
Update User User that updated the attachment
Color Name Name of the color associated with the attachment
Tag Key Search key name
Tag Value Search key value