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View Attachments & Associations of a Form
View Attachments & Associations of a Form

This article helps you understand how to view form attachments and associations.

Updated this week

Form Viewer allows you to view attachments and associations of forms added by you and project team members.

Click on the below links to access their detailed help:


Viewing Attachments & Associations of a Form

1. To view a form, click the form ID or title. This will open the form in a new tab.

2. Count of attachments, files, forms, aMessages, views, and references on the form are displayed in form view as applicable.

Alternately, click on (the menu icon with three dots) and select the 'Attachments' option (under the 'References' category) to view attachments & associations on the selected form.

3. A single click on either one will open a new popup screen with separate tabs for each of the above options as applicable.

4. Each tab displays a list of records for the selected tab i.e. 'Attachments' tab will display a list of all attachments of a form.

Associated records, if any, will be available based on your access only. In case there are additional records (not accessible to you), you will be directed to contact the project administrator for information regarding the same.

Selecting a record using checkboxes will enable the download icon which allows you to download the selected attachments.

If placeholders are associated with a form, their 'Doc Ref' is displayed and not 'File Name'.


Click on any record to view it. i.e. clicking on 'Plumbing - East Elevation' in the above screenshot will open that drawing in a new browser tab.

If it is an attachment on the form, you will have the option to save the file as a PDF or print the file from the top right side of the viewer by clicking the 'More Options' menu icon (if you have the required privilege to download or print files on the project). In case there is geotag information available, a separate 'Geotags' column will be available in the listing. If required geotag information is available for the selected image attachment, a pin icon will appear clicking on which it displays a 'Google Maps' view with a pin highlighting the location selected by the user along with related geotag information like latitude, longitude and altitude. Additionally, it includes the name of the user who captured the image with the date and time stamp of when it was captured.

In case you don't see the required columns in the listing area, click here to understand how to customize columns.

If it is a file associated with the same or other projects, you can view the file depending on your access by clicking on the 'Doc Ref' listed for that particular file. In case there is geotag information available, a separate 'Geotags' column will be available in the listing. If required geotag information is available for the selected image association, a pin icon will appear clicking on which it displays a 'Google Maps' view. The pin highlights the location selected by the user along with related geotag information like latitude, longitude and altitude. Additionally, it includes the name of the user who captured the image with the date and time stamp of when it was captured.

If it is an aMessage associated with the same or other projects, you can view the aMessage depending on your access by clicking the title listed for that particular aMessage.

If it is another form associated with the same or other projects, you can view the form depending on your access by clicking on the form ID listed for that particular form.

Below is a description of the various icons available:

Icon

Title

Purpose

Edit File

To edit the associated file using the 'aSync' desktop application. Click here to learn how to edit a file using aSync.

Flag

To no flag the selected files or forms, or else create a flag on selected files or forms with 'High', 'Medium' or 'Low' priority. The flag created on file or form using this icon will also appear in respective files or forms listing pages, so that you or other users can easily filter such them to perform batch tasks.

Download File

To download selected files associated or attached on the form, based on user preferences.

Create Form

To create a new form by associating the selected files or forms.

Show in Files

To filter and access selected file records in the Files area.

Refresh

To refresh the content within the popup.

Export All to PDF

To export selected attachments, associated files, associated forms (along with an option to include its attachments, file and form associations), and reference forms (along with an option to include its attachments, file and form associations) as a single consolidated PDF file.
Additional options to include attachments, file and form assocations for associated forms and and reference forms are currently available for projects on UK DC only.

Maximize

To maximize the popup.

Dock Content

To dock the content within the same page so that you don't need to click again to view the popup content.

Undock Content

To undock the docked content.

Close

To close the popup.

5. Similarly the 'Files' tab displays a list of files associated with the form along with their metadata. Select file records using checkboxes to enable the applicable icons at the top right side.

6. The 'Apps' tab displays a list of associated forms along with their metadata and selecting form records using checkboxes will enable the applicable icons at the top right side.

7. The 'References' tab displays a list of forms with which this form is associated, along with their metadata. Select form records using checkboxes to enable the applicable icons at the top right side. This is bidirectional viewing for forms.

8. Similarly, the 'aMessages' and 'Views' tab displays the list of discussions and views associated with the form.

9. Details of attachments and associations can also be viewed by clicking on the attachment icon available at the top right side of the viewer.


Bidirectional Form Relationship

A bidirectional form relationship means that if form 'A' is associated with form 'B', users can view form 'A' details while viewing form 'B' (existing functionality). Accordingly, users can also see form 'B' details when viewing form 'A'.

1. To view the bidirectional relationship of forms, click the 'References' link while viewing a form.

2. In the 'Attachments & Associations' popup screen, click on the form ID to view the form which is associated with the form being viewed. This will open the associated form in a new browser tab.

3. In the associated form that is open in a new browser tab, click the attachments & associations icon or the associated forms count in the form viewer to open the 'Attachments & Associations' popup.

4. The 'Apps' tab in the attachments & associations popup for the reference form will show a list of forms which has references to the form being viewed.


Check: FAQs

Related Articles: View Form Details


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