Using the Application Event System for document (file) attachments

Including documents attached to records

If you plan to use application events and event handlers with collections and records that can already have document attachments, and you want to include those attached documents in whatever action is taking place through the event handling, you can use the Attach event action parameter in conjunction with a Notify, Prompt, or Send Email event action. This option allows you to include all documents, only internal documents, all document other than internal documents, or specified individual documents from the record being processed. You can also exclude all document attachments from an event handler action.

With the AES, you can update or detach documents that are already attached to records and included in such actions. For more information about how to use the fields, see the help for the Event Action Attach form.

Processing Document Attachments

You can use the AES to attach, link, update, or detach documents during the processing of an application event handler. For these types of actions, use the Attach event action type as part of the handler sequence. Attaching documents from a file server is supported in the AES.