manage attachments icon added

michelyabre · ‎05-03-2025

Hello everyone

I'm facing a problem and I'm asking for your help. For organizational reasons, we want to display the manage attachments icon

on the asmt_assessment_instance table form.
Does anyone have any idea how I can do this?
Thanks for your help

Robert H · ‎05-03-2025

Hello @michelyabre ,

The attachment icon is only available when the user has write access to the record being viewed.

You do not have that access, since all fields are grayed out on your screen shot and there is no Save button either.

The out-of-the-box ACLs for this table require one of the following to get write access:

user must have the assessment_admin role, and the State must be "Ready to take"
user must have the survey_creator role and be the owner of the related survey, and the State must be "Ready to take"
user must have the snc_internal role and be the Assigned to user, and the State must be "Ready to take" or "In progress"

Your screenshot shows a record that is already in the "Completed" state, so nobody will have write access.

So you would have to create a new ACL that provides write access for Completed Assessment Instances, tie it to a required role (e.g. admin or assessment_admin) and make sure you have that role.

Regards,

Robert

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abirakundu23 · ‎05-03-2025

Hi @michelyabre ,

In "asmt_assessment_instance "table form attachment icon already present, could you please conform where you want to add ?

michelyabre · ‎05-03-2025

Thanks @abirakundu23

As you can see from the screenshot

, this is not available. That's why I'm asking for your help to make it appear if possible.

Juhi Poddar · ‎05-03-2025

Hi @michelyabre

From the screenshot, I can see that the state is marked as Complete, which is why the attachment icon isn't visible. Please check records where the state is "Ready to take"—you should be able to see the attachment icon there.

Hope this helps!

"If you found my answer helpful, please like and mark it as an "accepted solution". It helps future readers to locate the solution easily and supports the community!"

Thank You
Juhi Poddar

abirakundu23 · ‎05-03-2025

Hi @michelyabre ,

In OOB it is available by default. Please check in your customer instance any script running on backend to hide the attachment icon.