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How to attach a pdf or Excel file to an Order in Mobile Edge v15.3

Forum|Forum|4 years ago
April 12, 2021
4 replies
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Chris_Perkins
Hero (Customer)

Hi, we are struggling with how to attach an additional file to a service order via Mobile edge.
If I click on the paperclip, it opens the "Attachments" box. then I click on the big orange + button which gives some choices to add "From file", "New photo", "New video", From Album", New sketch", "New audio clip". I want to attach a pdf or an Excel file.
So I click on "From file" but then get a box called "Imported" which is empty and I cannot find any way to get the file which is stored on my device, into this list to be able to attach it to the call.
How can an SA attach a file to a call?

We have Mobile Edge version 15.3.0.0.1

Thanks

Best answer by Reid Gilbert

This is done by design for security reasons...the operating system on the mobile device restricts access to the file system so that applications can only play ‘in their own sandbox’, so to speak. In order for the Astea Mobile application to be able to upload that file the other application needs to Share it with our application...basically that creates a local copy of the file inside of our local sandbox so it will be available for upload at that time.

E

ericadyson
Do Gooder (Employee)
Forum|Forum|4 years ago
April 12, 2021

Hi there. I’m new here and can’t answer your question but I’ve sent your question to my colleague and hopefully, he’ll get back to you soon. I’ll keep a watch out for his reply and get back to you. Regards Erica Dyson

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Chris_Perkins
Author
Hero (Customer)
Forum|Forum|4 years ago
April 12, 2021

Hi Erica,

I have had a reply directly from Astea. Basically you need to open your file in another application first, then select to Share it. When you share you can select Astea Mobile.

Anything you share with Astea Mobile will then appear in the “Imported” list when you click on “Add File”

1 Attachments

Attaching files with Mobile Edge V15.3.docx

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+15

Reid Gilbert
Superhero (Employee)
Answer
Forum|Forum|4 years ago
April 13, 2021

This is done by design for security reasons...the operating system on the mobile device restricts access to the file system so that applications can only play ‘in their own sandbox’, so to speak. In order for the Astea Mobile application to be able to upload that file the other application needs to Share it with our application...basically that creates a local copy of the file inside of our local sandbox so it will be available for upload at that time.