Mobile: Attachments

When the Attachments feature is enabled, users can upload, manage, and view files associated with records across the platform. Attachments can be accessed globally, at the individual record level, or for specific fields, with permissions and visibility enforced based on user roles and access to records.

Supported attachment file types

For field-based attachments, you can specify the type of files that can be uploaded:

• Image: jpg, jpeg, gif, png, heic, heif, webp, avif

• Document: doc, docx, pdf, xls, xlsx, txt, zip, csv

• Video: mp4, qt, asx, mov, swf, asf, wmv, swt, 3gp, mn, viv, 3g2, mpg, vivo, dvx, vob, mpeg, fly

• Audio: mp3, wav, wma, ogg, aac, 3gp, m4a

From the Attachments tab for the record, you can attach files of any type.

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View attachments (Global view)

The Attachments view displays all files across the organization that the user has permission to access based on their role:

• Organization admin: All files across all accounts and modules in the organization.

• Account/Module admin: Files tied to their scope

• Collaborator: Files in assigned modules

• Custom Role: Files per record access limits

• Multi-role: Union of all accessible records

Users can filter the list based on a specific account, module, collection, or field value. They can preview some file types and can download or delete files.

1. In the mobile app, tap and then select Attachments. Thumbnails are displayed for each attachment.

2. To filter the list of attachments:

   1. Tap in the upper-right corner and then tap Filter. The Filter By page is displayed.

   2. Select the Account, Module, and/or Collection for which you want to review attachments.

   3. To filter the list based on specific records:

      1. Select the Field name. For example, you can select File Type to display only images.

      2. Select the Operator to compare the field values.

      3. Enter the Value to determine the filter.

      4. To specify multiple filter criteria, click Add more and then repeat steps i-iii.

      5. If multiple conditions are specified, select whether the attachment must match All conditions or Any condition to be displayed.

   4. Click Apply.

3. To sort the attachments in the list:

   1. Tap in the upper-right corner and then tap Sort. The Sort By page is displayed.

   2. Select the Sorting Field. You can sort by file type, date added, or file name.

   3. For Value, select whether to display attachments in ascending or descending order for the Sorting field.

   4. To specify multiple sort levels, click Add more and then repeat steps a-c.

   5. Click Apply.

4. To download an attachment, select the check box in the upper-left corner of the attachment and then click .

5. To delete an attachment, select the check box in the upper-left corner of the attachment, tap , select Delete, and then select Delete in the confirmation message.

• You can delete an attachment only if you have edit access on all records linked to the attachment.

• Attachments deleted from one record remain in others unless they are unlinked everywhere.

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View attachments (record view)

You can view the attachments associated with an individual asset record.

1. Open the Asset Panda Pro mobile app.

2. Expand the Collections list and then select the collection to view.

3. Select the record to be reviewed. The details pane is displayed.

4. Select the Attachments tab. All attachments associated with the record are displayed.

5. To filter or sort the view, tap Actions and then select Filter or Sort. See View attachments (Global view) for details.

6. To download an attachment, select the check box in the upper-left corner of the attachment and then click .

7. To delete an attachment, select the check box in the upper-left corner of the attachment, tap Actions, select Delete, and then select Delete in the confirmation message.

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Add attachments to a record

Only users with Organization admin, Account admin, Module admin, or a custom role that supports the creation of attachments can add attachments to records.

Add from a field

1. Navigate to the collection that contains the record.

2. Select the record to be updated. The Record details page is displayed.

3. Tap Actions and then select Edit.

4. For the attachment field:

   1. Tap Upload.

   2. Select the source of the attachment. You can take photos or video, record audio, or select from existing files on the device. You can also select Gallery to upload from the global attachment list uploaded previously to Asset Panda Pro.

   3. Use the device tools to select or create the file to be attached, then tap Done.

5. Tap Done. The attachment is saved to the record.

Add from the record view

1. Navigate to the Attachments view for the record. See View attachments (record view).

2. Tap Actions and then select Upload.

3. Select the source of the attachment. You can take photos or video, record audio, or select from existing files on the device. You can also select Gallery to upload from the global attachment list uploaded previously to Asset Panda Pro.

4. Use the device tools to select or create the file to be attached, then tap Done.