Attachment management
Presentation of the function
The Sage software using the X3 technology is used to link any record to any document object (texts, images, office documents, plans). This is carried out using the File/ Attachments menu. Once an attachment exists, a paper clip appears, either at the bottom of the record (client-server) or at the top (Web mode). In this case, another way of making the attachments screen appear consists of double clicking (in client-server mode) or clicking on the icon in question (in Web mode). A window that displays the attachments then appears.
The texts and images can then be either stored in the database or on the document server for which an access path is given. The other documents are only defined by a path on the document server.
Prerequisites
Miscellaneous table 902 must have been parameterized plus the parameters DIRPCE1 and DIRPCE2 if intending to organize the storage of the attachments for a given access path.
The attachments window
This window contains :
a grid where each line defines an attachment.
a list of keywords associated with the attachment defined on the line. The keywords can be freely entered, but is also possible to select from those that exist already.
two sections, one containing the texts and the other the images. Once the attachment defined in the current line of the grid is a text stored in the database, the text appears in the text section. When this document is an image stored in the database, the image appears in the image section.
Each attachment is characterised by a type. These types, which are parameterized in table 902, are free with the exception of 3 of them that are pre-defined :
the RTF type represents data of the type text stored in the database in the form of "rich" text (including modifications of the font, the effects, the colors, the alignment…)
the TXT type represents the data of the type long stored in the form of plain text (without formatting).
the PIC type represents the images (different formats can be used).
When an attachment is of a different type, the Document name column is used to specify the path (network, still called a UNC path) from which the document is accessible. It should be noted that this can be a Web address, a file with any extension. By right click in Windows client-server mode, it is possible to choose a file using the Windows browser or to execute the file (as if a double click has been carried out on the file in the browser : the programme associated with the opening action on the files of this type under Windows is then launched).
It should be noted that the path entered can start with the character %. This character is replaced by the value of the path indicated by the DIRPCE1 and DIRPCE2 parameters.
If the path entered is a "local" path (i.e. it makes reference to the client workstation, for example C:\my_file.doc), a warning message is displayed.