The Quick Attach sidebar button appears in all viewer sidebars. If QuickAttach is not enabled for the viewer via registry, the system will warn you that QuickAttach is disabled for this function.QuickAttach lets the user select and archive a file to the existing record they are editing or a new record that has not yet been added (e.g., attaching a previously scanned vendor invoice to an AP entry that you are creating). In addition, QuickAttach bypasses several of the steps required by the Attachment button when it is used to attach a file.
IMPORTANT NOTE: All QuickAttach Registry Settings are cached when the user logs on (both sys-ffv-global-settings and for individual viewers). You must log off and back on for the registry entries to be in effect.
Setting Values are Uppercase-Lowercase Sensitive:
The Setting Value is case-sensitive: be sure that you enter the value exactly as specified in the documentation. If the documentation specifies a value of true, do NOT enter True or TRUE.
The Quick Attach sidebar button appears in all viewer sidebars. If QuickAttach is not enabled for the viewer via registry, the system will warn you that QuickAttach is disabled for this function.
If QuickAttach is enabled for this viewer, pressing the button opens a browser with the directory to the QuickAttachOpenPath (defined via registry), and then shows all files in that directory.
Once you select a file Windows will open the appropriate viewer (e.g., MS Paint, or the Adobe Reader). If the correct file is selected, the user should click Open, and the name file will be stored in the FFV settings cache as quickAttach_(fuctionid).
When the viewer tries to add or change the record, the system checks to see if an attachment has been cached. If so, the user is asked ‘ Would you like to attach referenced file’. Pressing Yes:
- Quick Attaches the file by creating a new document record that references the new or existing record (as well as any other DocumentReferences. (PO, Vendor, Job, WO, etc) from the transaction)
- AND deletes the attached file from the QuickAttachOpenPath directory
Pressing No simply clears the cache: the file is not deleted from the QuickAttachOpenPath directory, and is also not attached to the record.
These values can be set in sys-ffv-global-settings (if all types of attachments may reside together) or in each viewer registry (if separate directories will be maintained for ease of processing).
Setting Key: QuickAttachOpenPath Setting Value: path
This is the directory you want QuickAttach to open to for selecting file: the windows browser will open to the QuickAttachOpenPath value. The files will be deleted from this directory AFTER they have been successfully attached.
Setting Key: QuickAttachSavePath Setting Value: path
This is the directory you want your Quick Attach files to be copied to.
Reminder: All QuickAttach Registry Settings are cached (both sys-ffv-global-settings and for individual viewers). You must log off and back on for the registry entries to be in effect.
Setting Key: QuickAttachCategory Setting Value: Category
This is the document category you need to set to have Quick Attach work. This should be set at the viewer level.
Setting Key: QuickAttachDescription Setting Value: Description
This is a description that is automatically added to the document.
Literals
^anyRn or Id in File^
^date^,^time^, ^usr_id^
.Setting Key: DocumentReferences Setting Value: table1, table2…
This option references the table(s) you want the document to reference in addition to the table (viewer) the registry is for. For example, if you have created QuickAttach entries for the Work Order, and you ONLY wish to the attached documents to reference the Work Order table, a DocumentReferences entry would not be required. However, if you wish to attach documents to the job referenced in the work order header as well as the work order, a DocumentReferences enter would be needed to enable the attachment to the job record. Contact your support representative for details on specific examples.
Note: Journals already have a method for associating additional records with the document - so you don’t need to create a DocumentReferences registry entry for journals.
Examples:
Below is an example of registry settings to specify the location that the documents will be stored for processing, and then saved.
Id: sys-ffv-global-settings
Setting Key: QuickAttachOpenPath Setting Value: C:\newDocuments
Setting Key: QuickAttachSavePath Setting Value: C:\savedDocuments
AP Journal Viewer:
This registry allows the user to quickly attach a previously scanned version of the Vendor’s Invoice from the AP Journal viewer. Since this entry is for a Journal, we did not create a DocumentReferences registry entry; the Quick Attached document will reference the PO, Vendor Invoice, Purchase Order, Work Order and Job in addition the AP Journal itself.
Id: sys-viewer-vapjrnl
Setting Key: QuickAttachCategory Setting Value: Vendor Invoice
Token replacement support has been enabled for the QuickAttachDescription so that the users can more easily identify their documents.
Example (for the AP Journal sys-viewer-vapjrnl ):
Setting Key: QuickAttachDescription
Setting Value: AP ^vndr_id^ ^apjrnl_invce_nmbr^ ^date^
Quote Viewer:
This registry allows the user to quickly attach specifications to a Quote. Since this entry is NOT for a Journal, we set the DocumentReferences registry entry to make the attachment the Work Order referenced in the Quote header. If a Work Order is not referenced, the document will only be attached to the Quote. We also set Open and Save paths for this function.
Id: sys-viewer-vqte
Setting Key: QuickAttachCategory Setting Value: Quote
Setting Key: QuickAttachDescription Setting Value: Quote ^qte_id^ Specs
Setting Key: DocumentReferences Setting Value: wrkordr
Setting Key: QuickAttachOpenPath Setting Value: C:\newQuoteSpecs
Setting Key: QuickAttachSavePath Setting Value: C:\savedQuoteSpecs
Purchase Order Viewer: By default, if a Job is specified on the Main tab, Quick Attachments will reference that Job, the PO, and the Vendor. If Work Order is specified on the Main tab, Quick Attachments will reference that WO, the PO, and the Vendor. Quick Attachments also attach to Job & Work Orders referenced on PO Detail lines as well as the PO header.
Work Order: By default, Quick Attachments only reference the Work Order. Document References are needed enabled attachments to the header Job or Client Site.
Job: By default, Quick Attachments only reference the Job. Document References are needed enabled attachments to the Client or Client Site.
Labor Journal: By default, Quick Attachments are made to the Labor Journal, Employee, Pay Period, Jobs and Work Orders.
AR Cash Receipts: Quick Attachments also attach to the WorkOrder (via the Service Invoice) per detail line.
Inventory Receipt Journal: Quick Attachments also attach to the Job and Work Order per detail line
Inventory Adjustment Journal: - Quick Attachments also attach to the Work Order/Job per detail line.