Attachment Groups with static attachments must
be defined in setup before they can be used or found using the Search
pane on the Attachments page.
Static attachments, such as
equipment, devices, inventory items... are configured in Setup > Attachments
> Attachment Groups.
To search for attachments:
- Open the Attachment area on the Roster or People area.
- Search choices are:
- Search By ID - returns attachments by
ID.
- Search By Name- returns attachments by name or string
of characters. For example, typing the letter ‘P’ will return
all entries that start with or contain the letter ‘P’.
- Date- returns attachments for a specific date.
- Category- returns attachments associated with the selected
category.
- Group- returns attachments associated with the selected group.
- Click the Enter key, or Tab out to return
available data when using Search By ID or Search By Name.