Manage attachments to Dimensions CM requests

In the Visual Studio IDE, you can add and manage attachments to Dimensions CM requests.

Attach files to requests

You can attach files to Dimensions CM requests.

To add attachments to a Dimensions CM request:

  1. In the Requests view, right-click a Dimensions CM request and select Attachments. The request opens with the Attachments tab active.

  2. Click the Add button. The New Attachment dialog box opens.

    Tip: You can drag and drop files from File Explorer onto the attachments list. The attachments are added with the following default description: Attachment created <Date> by <User_ID>

  3. Enter the attachment details:

    Field Details

    Filename

    Enter the full path and name of the file, or click the browse button to navigate to it.

    Attach as

    By default, the attached file retains its original name. To assign a new name to the attached file, enter it in this field.

    This information is displayed in the ID column.

    Description

    (Optional) Enter a description of the file.

    By default, Dimensions CM adds the following description:

    Attachment created <Date> by <User_ID>

  4. Click OK. The information is displayed on the Attachments tab.

    5. A yellow sunburst is displayed on the paperclip icon of each new attachment. The location and name of the original file is displayed when you hover over the sunburst icon.

  5. To add more files, repeat the earlier steps.
  6. Save your changes. The yellow sunburst disappears from the paperclip icon.
  7. (Optional) You can save a copy of an attached file to a local or network drive.

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Save request attachments

You can view and save files attached to Dimensions CM requests.

To save attachments:

  1. Right-click a Dimensions CM request and select Attachments. The request opens displaying the Attachments tab.
  2. Select the attachments. CTRL+click to select multiple attachments.
  3. Click Save to disk. The Save Attachment To dialog box opens.
  4. Navigate to the location where you want to save the attachments, and click Save.

To browse attachments:

  1. Right-click a Dimensions CM request and select Attachments. The request opens, displaying the Attachments tab.
  2. Select the attachments. CTRL+click to select multiple attachments.
  3. Click the browse button. The attachments open in the applications associated with their file type in Windows.

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Edit attachment description

You can edit the description of a file attached to Dimensions CM request.

To edit an attachment description:

  1. Right-click a Dimensions CM request and select Attachments. The request opens, displaying the Attachments tab.

  2. Double-click the attachment description. The Edit Attachment Description dialog box opens.

  3. In the Description field, enter a description. If you do not add a description, Dimensions CM adds the following default text:

    Attachment created > Date> by <User_ID>

  4. Click OK.

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Remove request attachments

You can delete files attached to Dimensions CM requests.

To remove attachments:

  1. Right-click a Dimensions CM request and select Attachments. The request opens, displaying the Attachments tab.
  2. Select the attachments. CTRL+click to select multiple attachments.
  3. Click Remove.
  4. Click Yes to confirm and save changes.

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See also: