File Upload Manager

Use this dialog to select a text file for upload to a database.

You can access this dialog from any application by clicking Process > File Upload from the Global Menu.

The ID of the application uploaded is tagged to the uploaded file. Since the application ID determines which application you must use to access the file, it is important to upload files from the application in which they will eventually be used.

If you are running an import application (preprocessor), you can use this dialog to select the import file that contains the data you want to import.

To download or delete a file from a database, use the Export Files screen.

There are two ways to work with input files:

  • You can access the input file from the network by using Alternate File Locations.
  • You can use the File Upload Manager to upload the input file to the database, in which case no further access to network folders is necessary.

Contents

Field Description
File Name

Enter the path and file name of the file you want to upload to the database or to an alternate file location, or click Browse to open a dialog and select the file.

Description

Enter a description of the file you are uploading.

This field is cleared and disabled when you enter a value in Alternate File Location.

Alternate File Location

Enter, or click to select, the alternate location to which you want the file saved. If you do not specify a location in this field, it tags the file with the application ID and stores it in the database.

Expiration Date

Enter, or click  calendar.gif to select, the expiration date of the file. After this date, the file is eligible for purging on the File Download screen. Expiration dates cannot be applied to files loaded to the Alternate Folders, since only the file name, extension, and date are stored.

This field is cleared and disabled when you enter a value in Alternate File Location.

Overwrite?

Select this check box to overwrite any duplicate files that already exist in the database.

Support Issue ID

This field displays when you enter an Alternate File Location that is set in the Case Attachments Root Location field found on the Configure System Settings screen.

Enter, or click to select, the Support Issue ID where you want to upload a file attachment.

Upload

Click this button to upload the file.

Close

Click this button to close the File Upload Manager dialog box.