How to quickly add attachments to new features when editing [Geocortex Tech Tip] - Geocortex

How to quickly add attachments to new features when editing [Geocortex Tech Tip]

Jonathan Bystedt
Jonathan Bystedt
Software Developer
March 1, 2019

How to quickly add attachments to new features when editing [Geocortex Tech Tip]

We mentioned in a recent blog post that version 2.12 of the Geocortex Viewer for HTML5 (now available to all users) came with several exciting updates. One of those is the way in which you can add, edit or remove attachments.

Previously, adding an attachment required a few steps that involved first creating a feature and then accessing the feature details to select the attach file or photo option from the menu. While you can still add attachments this way, we’re happy to announce that we’ve streamlined this process.

In today’s Geocortex Tech Tip, we’ll show you how this can all be done in one swift action when creating or selecting features.

Watch on YouTube.

Video Transcript:

“Hi, my name is Jonathan Bystedt, I’m the lead developer on the Geocortex Viewer for HTML5. Today I’m going to show you a new feature that lets you quickly add attachments to features at the time of creation or editing. Let’s get started!”

Today, we’re going to take a look at the new streamlined process for adding attachments to features.

If you’re familiar with this from previous versions of the viewer, you’ll know that it was a multiple step process. You first had to create your feature, and then once the feature was created,  you could go in and look at the feature details and then select from the menu: attach file or photo, choose your file or photo, attach it and repeat for each attachment that you would like to add to the feature.

Now, in the latest version of the Viewer 2.12, we have streamlined this process so that you can add attachments at the time that you are creating the feature, or add and remove attachments at the time you were editing a feature – so you can do everything in one go!

I’ll show you how that works.

First of all, I’m going to create a new feature on the Service Requests layer. I will fill out some of these fields, and give it a submission date.

You can see there’s a new section here down at the bottom and this is the attachments that we’re going to add at the time that we create this feature.

We don’t have any right now, so we’ll add one.

I take this guy here, and we can save this new feature and it will save the feature and upload attachments all in one go.

Let’s take a look. There you go! There’s our attachment- look at that handsome boy.

This process also works when you are editing an existing feature, so it can bring up this feature here. We can edit it, we can see that it doesn’t have any attachments right now.

We can add one, it doesn’t need to be a picture, we can have a PDF. It can be anything you want really, we can add another one at the same time and we’ll also make a field edit here and then we’ll save this, and it will upload the edit and upload the changes to the attachments too.

When we go back in, view additional details, here they are. There’s our informative PDF.

You can also delete attachments with this process, so edit the future. Say we didn’t like that photo and it will give us a little warning here, “The selected attachment has been queued for removal. Please note that changes to the existing attachment collection will not be applied until save is selected”.

You can make all the edits here you like; add, remove, etc. until you get it right.

It behaves the same way as the attribute fields do, and that none of your edits are going to be applied until you click the save button.

And there we go! I deleted that attachment. Let’s go and see if it’s gone.

Yes, it is. We only have the PDF left, and the old UI still works the same way as it did before, so if you like using that you can still continue to use it.

So, that’s pretty simple. I hope you enjoy the new streamlined attachment editing.

Thank you for watching today’s Tech Tip, have a great day!”

New to Geocortex Essentials and want to try it out? Visit our Discovery Center and give our technology a test spin!

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