Can I ask a little more about that? Do you actually need the facility to add 'n' number of attachments, or just a specific set/one?
The Customer is actually a process in Service Desk, so there may be some scope here, it just depends on your usage.
Thanks for the quick response.
I am looking at adding (ideally) at least 1 attachment to a customer. The document in question will vary depending on each application, the files i am looking to attach are things such as
- Hand over to support documents
- JPEG files or company specific pictures.
I'd only be looking for administrators or team leaders to do it, but the ability to do it if not restrictable is really not a problem.
I'm probably not explaining it very well, but basically I want to add customer specific files when we bring on board new customers. Enabling Service Desk Analysts to see/open the files when viewing the customer tree.
Aha! As Andy allouded too as long as the customer you are talking about is a customer group, then I think there is a way. Create a new action to hold attachments in the system area and add this as a process action to the group/customer obejct. Then add the action to the system/customer process and you'd be able to add attachments as (say) an optional action to that process. Add a tab for the customer group window to show attachments
Put the customer group on the incident widnow and hyperlink off the label to allow you to open the customer group. This should then display the process tree for the group along with attachments or show these on the window as a tab. You should be able to add attachments from the customer group process at that point, or open up the customer group from the console tool bar or write a query to display same.
That's a bit sketchy I know, but it has a good chance of working. Webdesk should allow much of the same method to be used too.
Fantastic, thanks very much for the help.
I went through and created it, just the job Thanks.
Result! Andy would have said the same thing, of course :-)
Indeed I would have Dave! It's like we never been apart. All I would add, is that if you really only have a couple of specifc attachment types and no more, you could always be even simpler and just create attachment attributes on the Customer object.