You can attach files from your desktop or attach files and folders from a configured repository to a business object. Attachments can be any type of file, folder, notes (text), or URL links.

Use the Add Attachment dropdown list to add an attachment. Adding an attachment can be done in one of several ways, including:

• Upload Desktop Files to a configured repository

• Add Repository Files and Folders from a configured repository

• Add a New Folder to a configured repository

• Attach a URL

• Attach a Text file

You can add an attachment to any record for which attachments are enabled, such as an item, supplier definition, or order line.

   To attach a desktop file:

1. Navigate to the Attachments page. Select Desktop Files from the Add Attachment dropdown list, then click Go.

   Attention: For items, you can add an attachment for a specific revision or for the item in general. In the Item Revision field, select a specific revision for Item Revision attachments or None for Item Level attachments from the dropdown list, then click Go.

   If you want to view the attachment in other applications, such as Oracle Inventory or Oracle Purchasing, that do not support revisions, you must select None from the Item Revision dropdown list.

2. In the Folder Option field, select the repository location where you want to store the desktop file. Choose from the following two options:

   • Default Folder - if you have a default folder defined, the Repository and Folder Location fields display the default folder's location.

   • Select Folder - if you choose this option, use the Repository field dropdown list to select a repository, then search for a folder location within the repository.

   Note: This step is only necessary when using OCD as the content repository.

3. In the File field, browse for the file on your desktop to upload.

4. In the Attachment Category field, use the dropdown list to select an appropriate category for the file.

   If you do not select an attachment category, the attachment category defaults to the first attachment category in the list.

   Additional Information: Attachment Categories are created by your system administrator. See: Defining Item Attachment Categories, Oracle Product Hub Implementation Guide.

5. Optionally, in the Name field, specify the name of the file as you want it to appear in the repository.

   If you leave this field blank, the name defaults to the original name of the file uploaded from the desktop.

6. Optionally, enter a description of the file in the Description field.

7. Enter the file version.

   You can choose your own version names. Examples of successive version names include 1, 2, 3 or A, B, C.

   Note: You can only specify a file version if storing the file in UCM integrated with WebServices. See: Setting Up a Content Management Repository, Oracle Product Hub Implementation Guide.

8. Click Apply.

   To attach a repository file or folder:

1. Navigate to the Attachments page. Select Repository Files and Folders from the Add Attachment dropdown list, then click Go.

   Attention: For items, you can add an attachment for a specific revision or for the item in general. In the Item Revision field, select a specific revision or None from the dropdown list, then click Go.

   If you want to view the attachment in other applications, such as Oracle Inventory or Oracle Purchasing, that do not support revisions, you must select None from the Item Revision dropdown list.

2. In the Repository field, select the repository from the dropdown list.

   The files and folders at the top level of the repository appear.

3. Locate the file or folder that you want to attach.

   Browse through the folders and sub-folders by clicking the plus icon next to a folder name.

   Optionally, click the plus icon next to the Search region to search for a file or folder using the following criteria:

   • Name - file or folder name

   • Created Date Within - enter the number of days, weeks, months, or years within which the file or folder was created

   • Document Contains - enter a text string contained within the file.

   • Description - file or folder description

   • Last Modified Date Within - enter the number of days, weeks, months, or years within which the file or folder was modified

   • Search Version History - check this box to search all file versions. If you leave this box unchecked, the system only searched the latest version of each file.

   Suggestion: To shorten the list of folders, click on the focus icon in the Focus column next to the folder. This action brings the folder to the top of the list, focusing only on that folder and all files and sub-folders contained within it.

   Note: The above advanced file and folder search capabilities are only available in a UCM repository integrated with WebServices. See: Setting Up a Content Management Repository, Oracle Product Hub Implementation Guide.

4. In the Select column, check the files or folders that you want to attach.

5. In the Attachment Category column, select the attachment category for each file and folder selected.

6. Optionally, in the Version column, when selecting a file, select the file version to attach.

   Choose whether to attach a specific file version or leave the field blank to maintain an attachment to the latest version.

   Note: You can only specify a file version if storing the file in UCM integrated with WebServices. See: Setting Up a Content Management Repository, Oracle Product Hub Implementation Guide.

7. Click Apply.

   To attach a new folder:

1. Navigate to the Attachments page. Select New Folder from the Add Attachment dropdown list, then click Go.

   Attention: For items, you can add an attachment for a specific revision or for the item in general. In the Item Revision field, select a specific revision or None from the dropdown list, then click Go.

   If you want to view the attachment in other applications, such as Oracle Inventory or Oracle Purchasing, that do not support revisions, you must select None from the Item Revision dropdown list.

2. Specify the new folder location using the following fields:

   • Repository - Select the repository from the dropdown list.

     Note: You can only create a new folder and attach it in a UCM repository integrated with WebServices. See: Setting Up a Content Management Repository, Oracle Product Hub Implementation Guide.

   • Folder Location - Manually type in the location using a forward slash (/) to separate sub-folder names or use the magnifying glass icon to search and select a folder.

     If you have defined a default folder for the repository, then that folder location automatically appears.

   • Name - Enter the name of the new folder.

   • Description - Optionally, enter a description of the new folder.

   • Set as Default - Check this box to make this the default folder for the object.

   • Attachment Category - Select the attachment category of the new folder.

3. Click Apply.

   To attach a URL:

1. Navigate to the Attachments page. Select URL from the Add Attachment dropdown list, then click Go.

   Attention: For items, you can add an attachment for a specific revision or for the item in general. In the Item Revision field, select a specific revision or None from the dropdown list, then click Go.

   If you want to view the attachment in other applications, such as Oracle Inventory or Oracle Purchasing, that do not support revisions, you must select None from the Item Revision dropdown list.

2. Enter the following URL information.

   • Name- enter a name for the URL

   • Description

   • Attachment Category - select an attachment category from the dropdown list

   • URL

3. Click Apply.

   To attach text:

1. Navigate to the Attachments page. Select Text from the Add Attachment dropdown list, then click Go.

   Attention: For items, you can add an attachment for a specific revision or for the item in general. In the Item Revision field, select a specific revision or None from the dropdown list, then click Go.

   If you want to view the attachment in other applications, such as Oracle Inventory or Oracle Purchasing, that do not support revisions, you must select None from the Item Revision dropdown list.

2. Enter the following text information.

   • Name- enter a name for the text entry

   • Description

   • Attachment Category - select an attachment category from the dropdown list

   • Text

3. Click Add Another to add additional text. Otherwise, click Apply.

Other Sources

• Setting Up E-Business Suite Attachments, Oracle Product Hub Implementation Guide

• Defining Item Attachment Categories, Oracle Product Hub User's Guide