View & Filter Attachments of All Tickets in the Webapp

Overview

View and filter attachments of all tickets in a project in a consolidated view in the Webapp. This gives you a better overview and you don't have to open each ticket to access the attachments.

Read more about ticket attachments.

How to access Ticket Attachments View

1. Click Documents
2. Select a Project
3. Click Ticket attachments

Ticket Attachments View

The ticket attachments view provides a list view of a combination of attachment and ticket data. The grid view shows thumbnail previews of photos, PDFs and Microsoft Office documents. Both provide the same specific filtering criteria.

For example, you can filter for all photos attached to tickets in the last week, on a particular layer, or add additional ticket filters such as form or assignee. From there, you can also open each ticket to review or update it. Or you can perfom a bulk download of attachments based on a filter.

Filter Attachments

Filters work in the same way as you know from 'All files' or Tickets. Read more in View & Find Files/Folders > Filter and in Filter Tickets.

The following filter critiera categories are available:

1. Attachments - only available in this view
2. Other options - if the attachments have PDF markups
3. Tickets - all the default ticket form fields like in the ticket filters
4. Custom ticket form fields - grouped by form like in the ticket filters

Attachments filter criteria include:

• Type
• Created by
• Created on
• Title (of the attachment)

The columns in the list view correspond to the most important filter criteria. The title (of the attachment), the ticket title and 'Taken on' timestamp are not displayed by default. Also see Sort & Customise Tables in the Webapp.

View & Edit the Ticket of an Attachment

To view (and edit) the ticket to which the file is attached:

1. Click the Ticket ID or Ticket title
2. OR open the More menu
3. Click View Ticket
   
    
4. Optional: Edit the ticket as described in Fill in the Form of a Ticket.
   

View Options & Basic Operations

The ticket attachemts view provides the following options, which you know from 'All files':

• List view and grid view - see View & Find Files/Folder > Grid View in Webapp
• Sort - see View & Find Files/Folder > View Options
• Search and filter - see View & Find Files/Folder > Search and Filter Files
• Download - see View & Find Files/Folder > Download Files and Folders
• View file details - see View & Find Files/Folder > View File Details
• Rename the file name - see Add & Manage Files/Folders > Rename
• Edit title - if a title is defined, it will be displayed instead of the file name where necessary. So you can keep the file name and show a different more describing title at the same time.

As all of these files have been uploaded to tickets, you do NOT have the following options that you know from 'All files':

• Add to favorites
• Upload new version
• Request approval
• Access settings
• Duplicate
• Move
• Move to trash
  To delete them, go to the ticket. Also see: View Ticket Attachments > Delete Attachments.

Save Attachments to a Folder

You can save a copy of an attachment to a folder in Document Management. The original file stays attached to its ticket. Changes to the copy in Document Management will not affect the ticket attachment.

Document Management is available to Pro and Enterprise accounts created after February 2022. If you have an older Pro or Enterprise account, contact us to upgrade your account. To save attachments you also need the role permission to create in Document Management, or permission to create a file in the target folder. Read more in Permissions.

To save an attachment:

1. Open the More menu of the attachment
2. Click Save to Folder
   
3. Navigate to the target folder
   (You only see the folders that you have permission to create files in.)
4. Click Save here