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What is the Attachments tab?
The Attachments tab displays attached files to the ticket. You can add files, download ticket attachments, and/or create notes in this tab.
Inside the Work Place go to Ticket Details and move to the Attachments tab.
How to add attachments
Files can be added to a ticket by clicking add files in the Attachments tab of the Ticket Details. This is useful for providing work orders and other important notes for a ticket. The add file option is especially useful because it supports any file type.
- Inside the Work Place go to the Ticket Details.
- Click on the Attachments tab.
- Click on Add file button.
The explorer will open and you will be able to select a file from your computer.
How to download ticket attachments
Files can be downloaded by clicking the Download button after selecting and ticking a file. It may come in handy when you want to check on a file eg. a work order.
- Inside the Work Place go to Ticket Details
- Click on the Attachments tab
- Check the file you want to download.
- Click the Download button.
You can also download multiple files at once by simply selecting multiple ones or ticking the box left to the File name to automatically select all files.
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Option to select all files at once.
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Option to select individual files that should be downloaded.
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The Add file button gives you the option to add new files to the ticket
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The Download button gives you the option to download selected ticket attachment files
How to rename attachments
You have the option to rename attachments at any time.
- Inside the Work Place go to the Ticket Details.
- Click on the Attachments tab.
- Check the item that should be renamed.
- Click the rename button in the matching row.
- Rename your attachment.
- Confirm the rename confirmation prompt.
How to delete attachments
You have the option to delete attachments at any time.
- Inside the Work Place go to the Ticket Details.
- Click on the Attachments tab.
- Check the item that should be deleted.
- Click the trash button in the matching row.
- Confirm the deletion prompt.
How to create notes
Notes can be added to a ticket by clicking Create Note in the Ticket Details. Notes are especially useful for leaving a message for engineers (eg. location-specific information like floor or room numbers). Once clicked it is possible to enter the title of the note and the body message.
Inside the Fieldcode Work Place go to Ticket Details → ATTACHMENTS → CREATE NOTE.
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Enter the title of the note.
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The toggle lets you decide to whom your note should be visible. Private Note: Only creator can see the comment. Public Note: All users can see them.
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Enter the message of the note in the body field.
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Click on the Add button to add the written note.
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With the refresh button, you can check for new notes.
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With the trash button, you can delete the current note.
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With the edit button, you can edit notes.