Using the Attachment Browser

The Attachment Browser helps you quickly find files and links attached to various objects in Alloy Navigator. Instead of opening each record and checking its attachments manually, you can use the Attachment Browser to browse and search attachments within a selected scope (for example, the current record, its child records, or related records).

The Attachment Browser can be opened from the Attachments tab of an object record window or a workflow action window by clicking Attach > Open Attachment Browser.

Browsing attachments

To browse attachments:

1. Open the Attachment Browser.

2. In the Filter by area on the right, select where to look for attachments:

   • This [object]: Attachments added to the current record only.

   • All Children: Attachments added to child records of the current record.

   • Related Object: Attachments added to records related to the current record.

3. In the grid area, browse the displayed attachments (if any). You can use the standard grid customization capabilities: filtering, sorting, grouping, etc.

4. You can open an attachment file or link for viewing (the Open button), view and modify attachment properties (the Properties button), or open the object containing the attachment (the View Object button).

Finding attachments

To find attachments using search:

1. In the Text to find field, tnter the text you want to find.

2. In the In field, select the attribute to search in: the attachment description, filename, etc.

3. Click the Find button.

Using Custom search

If you need to find attachments linked to objects other than the current record, its children, or related objects, select Custom search in Filter by.

IMPORTANT: When using Custom search, you must enter at least three characters in the search field before clicking Search.

Related Information:

Working with attachments