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Attachments - Attaching Reports to Records

To attach a report to a record, first print the report to screen, and open the record in question. The Button Bar of the report window contains an [Attachments] button:

Drag this button to the [Attachments] button of the record. The report will be attached to the record. It will appear in the list of Attachments with the name "File: report". Please refer to the Changing the Names of Attachments page for details about changing this name.

When you attach a report to a record, the report is first printed to file and that file is then attached to the record. The report file is stored in the "Attach" folder that is in the same folder as your FirstOffice application. In multi-user systems, the "Attach" folder should be on the server. If you need to read the report later, you will effectively be reading the file, not producing the report again. The information it contains will be correct for the moment when it was originally produced, not for the moment when you are reading it. This may be useful if you have attached the report to a Mail for discussion with another member of staff. When you read the report later, it will be opened in a standard report window, so you can select 'Recalculate' from the Operations menu if you need to update the report to include the latest information in the database.

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The "Attach" folder must be present in the folder containing your FirstOffice application if you want to attach reports to records. Do not rename any of the files in the "Attach" folder.