Dynamic Attachments

Collect!'s Attachment form is used for storing additional data related to an account. You can store any sort of information that you need, including files. To demonstrate the impressive flexibility of the Attachment form, a control file and several pick lists ship with the Demodb database. A few simple setup steps enable you to begin to use the Attachment form to its fullest potential in your working database, as well.

If you are already using a control file and pick lists for your Attachments, please be aware that the new control file and pick lists may change some of your choices. So proceed with caution, or try this out in your Demodb database first.

The files for Dynamic Attachments are also available for download at the Member Center.

Control File

The sample control file is assigned to the Class and Type fields and the Attachment form through the Access Rights. The control file assigns a pick list to the Type field depending on the choice that is displayed in the Class field.

Pick Lists

The control file assigns a pick list to the Class field. Several additional sample pick lists are chosen dynamically by the control file based on the selection in the Class field. There is a pick list for each one of the different Class choices. Many different types of details are provided for insurance, assets, credit bureau pulls, court cases, skip tracing and more.

Dynamic Changes

When you select a Class, the control file sets a Type pick list. When you select a Type, the fields on the Attachment form change to enable you to enter data relevant to the Class and Type of data you are storing.

You must sign into Collect! as a user that is not User Level 99 to see the effects of these dynamic changes. User Level 99 displays only defaults as they ship in Collect!, it does not display dynamic field labels.

Setting Up Dynamic Attachments

If you are already using control files and pick lists with your Attachments, you may want to rename your existing control and pick list folders before proceeding as some of the files may be overwritten in Step 1.

1. Copy the sample control and picklist folders to your database folder.

Control and Pick List Folders in Database Folder

2. Sign into your database as a user with level 99 to set the control file and pick lists in the steps that follow.

If you are not familiar with using the Access Rights form to assign control files, please refer to Help topic, How to Attach A Control File.

3. Attach the attach.ctf to the Attachment Class field.

Access Rights for Attachment Class Field

4. Attach the attach.ctf to Type field.

Access Rights for Attachment Type Field

5. Attach the attach.ctf to the Attachment form.

Access Rights for Attachment Form

To attach the control file to the Attachment form, click anywhere in the grey area of the Attachment form to display the Access Rights form for the Attachment form itself, rather than any one of the fields on the form.

6. Sign out and back into your database with any other user level that is not user level 99. When you view an Attachment or create a new one, you can now select a Choice from the Class field, the Type pick list will change dynamically to match your choice. Selecting a choice from the Type pick list will change the field names so that relevant labels are displayed, matching the Class and Type of data you are entering.

Fields Available for Skip Debtor Information

If you have existing Attachments in your database you may need to reset your choices when you view the Attachments for the first time.

Browse Attachments

When using Dynamic Attachments, the Type of Attachment is dynamically set according to the Attachment Class. This means that the list of Attachments, viewed from the Browse menu, Attachments option, will not display the correct value in the Type field until you actually open the Attachment. If this is confusing, you can hide the Type field when viewing the list of all Attachments. Please refer to Help topic, Customizing List Views, for details.

In the Demodb database, the Attachment Subclass field is visible in the Attachment list view. This is a hidden field which stores the textual value of the Type field pick list for each attachment. This makes it easier to find what you are looking for when browsing the list of Attachments. Class, Subclass and Description enable you to quickly locate and examine the information you need.

If this field is not visible in your Attachment list view, please refer to Help topic, Customizing List Views, to insert the column into your list view.

Attachment Subclass Column Displays Type

Edit Search Or F6 Attachments

If you want to do a search using Edit, Search or F6 on the list of Attachments when using Dynamic Attachments, you may notice that the Field choices are aliased depending on the current Class and Type. This may not be appropriate for your Search criteria.

There is an easy way to set the Class and Type for your Search as outlined in the steps below.

1. Select Browse from the top menu bar and then select Attachments from the drop-down choices.

List of All Attachments

2. Press F3, or select the NEW button, to open a new Attachment.

Default New Attachment

3. Select the Class of Attachment you wish to search.

Selecting Class of Attachments

4. Select the Type of Attachment you wish to search. Notice that the aliases of the Attachment fields, match your Class and Type.

Class and Type of Attachment Selected

5. Select OK to close the Attachment and return to the list. The Attachment you just created will be highlighted.

Health Class Attachment Highlighted

6. Press F6, or select Edit from the top menu bar and then select Find from the drop-down choices. This will open the Edit Search Criteria form with the proper aliases in the left column for the type of search you wish to perform. Notice as well, that you can also select any Type in that particular Class to broaden your search.

Edit Search Criteria Type Pick List

7. To search a different Class, you can open the Attachment that you created and select a different Class and Type.

Setting Class and Type for Document Search

8. Now when you press F6 or Edit, Find, the Edit Search Criteria field choices will reflect your latest choice of Class and Type.

Setting Class and Type for Document Search

Summary

Collect!'s Attachment form enables you to store many different types of information. Using Dynamic Attachments enables you to change the pick list choices and field labels to match whatever Class of data you want to store. When you view each attachment, you will see the information displayed according to the Class and Type of attachment you are viewing. When viewing the list of all Attachments, you can use the features of Dynamic Attachments to set the Class and Type for your search criteria.

See Also

- How to Use Pick Lists
- How to Attach A Control File
- Edit Search Criteria
- Customizing List Views