Adding Attachment Option to FSM Escalation Screen

Here is more detail on how I was able to do this. Adding an Attachment tab to a screen must include a way to access external (to FSM) data. This involved more than is evident with just adding a UI tab, however a similar process can be followed for adding Attachments to any screen:

First, create table in Custom Metadata, based on Attachment table. Create your own table name and column names. I only needed to add the two key fields in the two tables I wanted to link - in this case the Escalation table (on esc_id) and Attachment table (on attachment_id):

Modify SQL as appropriate, and execute to create the table, add SQL to table script box.

Set up Relationship IDs and Relation Defs (you can use your own info):

You’ll need your table columns for the UI, which is the next step:

Open UI Designer, open the table where the Attachment tab will be added (in this case, Escalation), and edit tab area to include a new tab “Attachments” (or whatever you want to call the new tab). You can add a new tab by right-clicking on the tab line:

You’re going to need to add columns to display for this tab: In this example: ID, File Path (a lookup), Attachment Type (required, a drop down/combo), Name and Description. The ID will come from your new table, the remaining will come from the Attachment table (Add Screen Fields, Attachment table). If you get a message that you manually need to add “name” path, you’ll be using the Edit Child Relations button (some jokingly call “Nine Inch Nails” button) and updating Properties:

Change table/column names to match your configuration, you’re linking your new table to the Attachment and [screen name to add attachment].

For each column being added to Attachment tab item, be sure proper path is filled in on Properties:

File Path column will be a Lookup that allows users to select a file to attach:

Attachment Type is required, and is a drop down/combo box:

Adding ID, Name and Description (and any other columns you need/want to add) should be self-explanatory if you’re familiar with adding columns to a screen in the UI Designer.

Then, you need to make the NEW and DELETE buttons work properly, so update properties :

NEW button -

DELETE button:

I think that about covers it. If you try this yourself and find any errors in stepping through the above, please feel free to send corrections. I don’t guarantee I’ve missed a step or documented something incorrectly. This worked for me and it’s great to be able to add a way to include attachments in FSM for various screens/custom screens.