Attachment rules allow for a new attachment to be coded somehow when it is added to OASIS. For example: anytime an order entry adds a file ending with .pdf as an order attachment, select the category as "Customer Document". In all cases, users have the ability to over-ride the coding before saving to OASIS.
Viewing Attachment Rules
To view attachment rules, select "Software" under "Configuration". Then select "Attachments Configuration":
And select the "Rules" tab:
Creating an Attachment Rule
To create an attachment rule, click on the insert row icon:
This will show the attachment sources. The "AttachFile" source is the most common as this source is used anytime a user manually drags a file into the attachments tab of an OASIS transaction. Other attachment sources are generated from within OASIS. For example, the Invoice-Print source is identified anytime someone sends a customer invoice from OASIS.
After selecting "AttachFile" we get:
The screen is divide between "tests" and "actions". As we add tests, all the tests must match before the actions are done. To add a test, select the insert row icon:
Selecting a test will show a configuration screen specific to the setup of the test. Selecting "User" shows the following:
Multiple users may be selected and for this test. The test will match if the logged in user when the attachment is added to OASIS matches the list of selected users.
Press Ok to save.
Then select insert row under the actions area:
Selecting an action will show a configuration screen for that action. Selecting "SetColor" shows:
We selected "Current".
The attachment rule will now set all attachments manually added to OASIS on any screen by the selected users to "Current":
Logging into OASIS as one of the selected users will result in the following when an attachment is manually added to OASIS:
|AttachFile||User attaching a file to OASIS by dragging and dropping an attachment|
|Invoice-Dispute||User sent a commissions dispute to a factory (rep version only)|
|Invoice-Print||User sent a customer copy of an invoice.|
|Order-Cancel||User sent an order cancelation|
|Order-ChangeOrder||User sent a change order|
|Order-Hold||User sent a hold order|
|Order-InternalChange||User printed "Internal Change" for an order.|
|Order-New||New release order was sent|
|Order-RMA||Order RMA was sent|
|Order-Release||Release against a hold order was sent.|
|Quote-BOM||Quote BOM print was sent|
|Quote-Breakout||Quote manufacturer breakout was sent|
|Quote-CustomerCopy||Quote customer copy was sent|
|Quote-RFQ||RFQ was sent|
|Quote-SpecRegistration||Spec Registration was sent.|
|FileNameLike||Identify the file name being attached using a pattern with asterisks as a "wild card". (Example: "*.pdf" will only match files with an extension of .pdf)|
|MatchAny||An open ended rule that matches anything.|
|User||Matches the logged in user when the attachment is created.|
|SetCategory||Set the category for the attachment|
|SetColor||Set the color for the attachment.|