Working with attached documents in a data grid
If a data grid has been configured to allow documents to be attached, you can attach documents of any type and manage the association of those documents, notably:
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The feature considers each row of a data grid. Therefore, different documents can be attached to each row of a grid.
Viewing the list of documents attached to a data grid record
If one or several documents have already been attached to a record in a data grid, you can view the list of attached documents as described below:
Open the "Data" component and then open the data grid in which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).
Select, in the data grid, the record in which you want to work and then click the icon, located in the far right if the row. A panel opens under the data grid, with the already attached documents, if any, as illustrated in the following figure:
List of documents attached to a data grid record
Attaching a document to a data grid record
To attach a document to a data grid record, proceed as follows:
Select the data grid record with which you want to work, and then open the document panel (see Viewing the list of documents attached to a data grid record).
Click the Add document button, located above the list of existing documents. A contextual window is opened, as illustrated in the following figure:
Document addition window
Click Select a document to upload to browse locally for the document that you want to upload (an explorer window is opened).
Enter a description for the document in the Description field.
Click Save. The document is uploaded and added to the list of documents for the data grid record.
Downloading a document attached to a data grid record
You can download a document that has been attached to a data grid record in order to view it and/or to edit it. To do so, proceed as follows:
Select the data grid record in which you want to work in the data grid, and then open the documents panel (see Viewing the list of documents attached to a data grid record).
Hover your mouse over the document that you want to download. A toolbar is displayed, as illustrated in the following figure:
Attached document toolbar
Click
in the toolbar. The file is downloaded on your computer (the download behavior depends on the configuration of your Web browser).
Editing the properties of an attached document
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Depending on the permissions granted to your profile, you might not be able to see the icon in the document toolbar. For more information, contact your system administrator.
To edit the properties of a document attached to a data grid record, proceed as follows:
Select the data grid record with which you want to work, and then open the document panel (see Viewing the list of documents attached to a data grid record).
Hover your mouse over the document that you want to edit. A toolbar is displayed.
Click
. A contextual window is displayed, as illustrated in the following figure:
Attached Document edition window
Edit the description of the document in the Description field.
Click Save. Your change is saved and the contextual window is closed.
Deleting a document attached to a data grid record
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Depending on the rights granted to your profile, you might not be able to see the icon in the document toolbar. For more information, contact your system administrator.
To delete a document attached to a data grid record, proceed as follows:
Select the data grid record with which you want to work, and then go to the document panel (see Viewing the list of documents attached to a data grid record).
Hover your mouse over the document that you want to delete. A toolbar is displayed.
Click
. A confirmation message is displayed.
Click Delete. The document is removed from the list of attached documents for the data grid record.