Skip to main content
Show all results

Add Attachments to Tickets

Tobias Patek
  • Updated

Overview

Add attachments when creating or editing tickets – also see Create a Ticket or View & Edit a Ticket.

Taking new photos, videos and audio recordings is supported by the mobile apps.
The Webapp only supports uploading existing files.

Supported document file types: pdf, xls, xlsx, ods, csv, doc, docx, odt, dwg, dxf, eml, msg
Supported image file types: jpg, png, gif, heic

Also see View Ticket Attachments.

Attachment Types

There are two types of attachments for tickets:

  1. General attachments are attached to the ticket as a whole rather than to a specific field.
    They are enabled in the form settings. Read more in Edit Form Settings.
  2. Field attachments are attached to a specific attachment field in the ticket form.
    Read more in Field Types > Attachment Field.

Access & Permissions

To add any ticket attachment you need access to the ticket - also see View & Edit a Ticket.
To add general attachments there are no additional permissions required.
To add field attachments your role needs edit permission for that field – also possible for subcontractors. Read more in Edit Field Permissions.

Add General Attachments

To upload general attachments:

  1. Drag & drop the file from your desktop to the ticket
  2. OR click Add new attachment
  3. Click Add from my computer
    OR click Add from Dropbox / Google Drive / OneDrive

When uploading photos or images you can use the Photo Editor to edit and highlight them.

You can also Upload and View Interactive 360° Panorama Photos in the Webapp as general or field attachments.

On mobile, you can add general attachments by taking photos or videos, selecting media from your device, uploading documents, or adding audio recordings.

Take a Single Photo

To take a single photo:

  1. Tap the Camera icon
  2. Optional: Turn the flash on or off.
  3. Optional: Change the lens / zoom level.
  4. Optional: Switch between front and back camera.
  5. Take the photo
  6. Optional: Use the editing tools to adjust the photo or to add annotation. Read more in Photo Editor.
  7. Optional: Enter caption (title)
  8. Optional: Take more photos – read more below in Take Multiple Photos.
  9. Tap the upload icon to attach the photo to the ticket

Take Multiple Photos

Taking multiple photos at once is faster than taking and uploading single photos multiple times.

To take multiple photos:

  1. Start taking a single photo as described above until step 8.
  2. Tap the Camera + icon
  3. Take all the photos you need
  4. Tap the right arrow icon (which shows the number of taken photos) to leave the camera mode and continue in the editor.
  5. Optional: Select the photo you want to view, edit or delete.
  6. Optional: Tap on the Trash icon to delete the selected photo.
  7. Optional: Tap the Camera + icon to take even more photos.
  8. Tap the up arrow icon to upload all photos.

Take a Video

To take a video:

  1. Tap the Camera icon
  2. Tap Video
  3. Optional: Turn the flash on or off.
  4. Optional: Change the lens / zoom level.
  5. Optional: Switch between front and back camera.
  6. Tap the red button to start taking the video.
  7. Tap the red button to stop taking the video.
  8. Optional: Tap the Scissors icon to trim the video length (maximum 30 seconds allowed).
  9. Optional: Drag and drop the left and/or right marker of the video.
  10. Optional: Tap ✔ to apply the trimming.
  11. Optional: Enter caption (title).
  12. Tap the up arrow icon to upload the video.

Add Photos or Videos from Device

To add photos or videos from your device gallery:

  1. Tap Add Media under Photos and Videos
  2. Tap Photos or Videos
  3. Select the photos or videos
  4. Tap Add

Add Documents from Device

To add a document from your device:

  1. Scroll down in the ticket and tap Add Document
  2. Tap Select file
  3. Select the file in your device file browser
  4. Optional: Enter a title
  5. Tap Save

Additional Ways to Add Attachments

The mobile app offers additional ways to add attachments besides those explained above.

To add general attachments no matter where you are in the ticket form:

  1. Tap +
  2. Tap Add Media or Add audio recording or Add Document


 

On Android you can use the system camera instead of the integrated camera app.

This is not recommended, because then you cannot use the integrated photo editor and cannot take multiple photos at once. Maybe you still want to use the system camera for additional camera options.

To use the system camera on Android:

  1. Tap Add Media
  2. Tap System camera
  3. Select a camera app, for example:
    Camera (for photos) or
    Camera Camcorder (for videos)
    These options may vary depending on your device.
  4. Use additional camera options

Add More

The mobile app supports more general ticket attachments as described in:

In Document Management it is also possible to upload photos/videos from your camera.
Read more in Add & Manage Files/Folders > Upload Photos/Videos from your Camera on Mobile.

Add Field Attachments

To upload field attachments:

  1. Scroll to the respective attachment field in the ticket (for example Photos before)
  2. Click the + icon
  3. Click Add from my computer
    OR click Add from Dropbox / Google Drive / OneDrive

Adding attachments to a specific field works the same way as adding general attachments. The only difference is that you first scroll to the respective field in the ticket form. To do so:

  1. Scroll to the attachment field, for example Photos (before)
  2. Tap + Add attachment
  3. Select from where you want to get the attachment:
    Photos = your device photo gallery
    Videos = your device video gallery
    Camera = to capture a new photo or video
    System camera = Android devices allow to use you Android system camera instead of the camera app integrated into PlanRadar
    Files = browse your device storage for other supported file types than photos/videos, for example PDFs.

The steps and possibilities after this step are the same as described above for general attachments (for example using the photo editor or taking multiple photos).

Allow GPS Position for Photos

To add GPS position to photos that you attach to tickets:

  1. Enable GPS in your iOS or Android device.
  2. Allow adding GPS positions in the PlanRadar mobile app.
    Read more in Application Settings > Add GPS Position to Tickets.
  3. Once the settings are enabled, add a photo as explained above.
  4. GPS position will be posted in the photo metadata.
    Photo with GPS Position.png

Related articles

Comments

0 comments

Please sign in to leave a comment.