An Attachments field holds up to 25 files, such as images, PDFs, and spreadsheets, on a single record. Users with Admin permissions add Attachments fields in the Table Builder. Users can then upload, view, and download files on forms, in views, and on mobile.
Attachments fields: before you begin
- You need Admin permissions to add an Attachments field in the Table Builder.
- Use an Attachments field when a record needs several files in one place, such as inspection photos, audit documents, or onboarding paperwork.
- Use an Image or Document field when a record only ever needs one file. Image and Document fields work the same as before Attachments fields were released.
Add an Attachments field to a table
- Click the Tables drop-down menu.
- Find the table you want to change, then click the pencil icon next to the table name. The Table Builder opens.
- In Available Fields, click Attachments. You can also drag Attachments into Included Fields.
- In Included Fields, click the new Attachments field to open Field Settings.
- Enter a name in Field Name.
- Click Save.
Once the Attachments field is on the table, you can use the Attachments field in:
- Forms
- Views and Filters
- Show/Hide rules
- Parent and child views
- Flows
Upload files to an Attachments field
You can upload several files to an Attachments field in one action. On a form, drag the files onto the Attachments field, or use the field's file picker and select the files you want.
Each uploaded file shows as a thumbnail preview with its file name. You can mix file types in one field, such as images, PDFs, and spreadsheets.
Some file types, such as executables and scripts, are blocked for security. For the full list, see Accepted and Blocked File Types for Uploads.
View and download attachments
Files in an Attachments field open in the lightbox viewer, where you can expand, browse, and download the files on that record.
In views and grids, an Attachments field shows how many files it holds. You can download the files from a view as a single .zip file.
A few things to note:
- When you share an individual record, thumbnails from its Attachments fields aren't included.
- Copying a record doesn't copy its files. Upload the files again to the new record.
- To download every file in a table's Image, Document, and Attachments fields at once, contact TrackVia Support. For contact options, see Contact TrackVia Support.
Use Attachments fields on mobile
Attachments fields work in the TrackVia iOS app starting with version 6.12 and in the TrackVia Android app starting with version 4.14.
- When you add or edit a record, add files from the device camera, photo library, or device storage.
- Preview and change your file selections before you tap Save.
- A progress indicator on each thumbnail shows when files are queued and ready to upload.
- Long-press a file thumbnail on a mobile form to open the Share, Delete, and Save options for that file.
- Download one or several files from the lightbox, or share files with your device's sharing options.
Attachments fields also work offline. Files in offline views and forms download for offline access, and files you add while offline upload once you're back online.
Tip: Offline sync is faster when fewer files are marked for offline use. Use filters and custom views so only the files people need offline are downloaded.
Attachments field limits
- Up to 25 files per Attachments field
- Up to 40 MB per file
- Up to 1 GB total per Attachments field
- Up to 4 Attachments fields per table
- One join per Attachments field toward the table's join limit, no matter how many files the field holds
- No use in Calculated or Triggered field formulas, the same as Image and Document fields
For more on how fields count toward the join limit, see Understanding the Join Limit.
Manage attachments through the API
Attachments fields have their own application programming interface (API) endpoints in the TrackVia OpenAPI docs, so an integration can work with files without anyone opening TrackVia. For example, an integration can push documents in from another system, pull files out for archiving, or clean up files as part of an automated process.
The Attachments field API endpoints let you:
- Upload one or more files to an Attachments field in a single call. Uploads add to the files already in the field. They don't replace them.
- Download one attachment by its ID. The file comes back with its original file type and file name.
- Delete one or more attachments, or clear every attachment in the field in one call.
The API follows the same form and view permissions as the TrackVia user interface. If a user or API key can't see or edit an Attachments field in TrackVia, the API doesn't allow it either.
For endpoint details, see the TrackVia OpenAPI docs. For an overview of integration options, see Introduction to TrackVia Integrations.
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