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Cartegraph Campus

Display Lookup Attachment on a Detail View

This feature requires a Cartegraph OMS license.

You must have administrator rights to access this feature.

Follow the set of steps below to add an attachment field to a library. This allows an image to display along with a library value in a record's detail view.

  1. Click Screen Shot 2018-04-12 at 3.27.44 PM.png>Structure Manager.
  2. Select the library for the new attachment field.
  3. Click Create>Field.
  4. Select Attachment for the Field Type.
  5. Enter the Field Name.
  6. Tab out of the Field Name field to allow the system to default ID and Column Name for you.
  7. Click Save
  8. Click Publish.

Create a lookup to the library on your recordset if one does not already exist to display the attachment on a detail screen for another recordset:

  1. In Structure Manager, select the recordset or library for the new lookup field.
  2. Click Create>Field.
  3. Select Lookup as the Field Type.
  4. Enter the Field Name.
  5. Tab out of the Field Name field to allow the system to default ID and Column Name for you.
  6. Click the icon next to the Lookup Recordset field.
  7. Select the Library that stores the data you wish to lookup to.
  8. Click Done.
  9. Click Save.
  10. Click Publish.

When the Publish successfully finishes, open Layout Manager to add the attachment to the recordset detail view:

  1. Click Screen Shot 2018-04-12 at 3.27.44 PM.png>Layout Manager.
  2. Open the existing Detail View or Create a new one.
  3. Drag the lookup field onto the view.
  4. Select Display Avatar.
  5. Click Save
  6. Close Layout Manager.

Add attachments to the existing records in your library:

  1. Click Screen Shot 2018-04-12 at 3.27.44 PM.png>Library Manager.
  2. Select the library you want to add attachments to.
  3. Click View next to a record you wish to edit.
  4. Click Edit.
  5. Click Upload.
  6. Select the attachment.
  7. Click Save
  8. Repeat until all of the library records contain an attachment.

The associated attachment in the detail view displays when you select a value from the lookup field.

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