Configure attachment system properties

You can disable the drag-and-drop feature, limit the attachment file size, restrict who can upload attachments, and restrict what file extensions can be uploaded.

Before you begin

Role required: Admin.

Procedure

  1. To disable the drag-and-drop features, navigate to System Properties > UI Properties.
  2. Clear the check box for the Allow attachment drag and drop in supported HTML5 browsers property.
  3. Click Save.
    Note: Users can still upload attachments by browsing to the file.

Limit attachment file size

You can specify the maximum size allowable for attachments to avoid issues with the user's active session on the instance.

Before you begin

Role required: Admin.

About this task

Note: The maximum attachment size for email attachments is configured separately.

Procedure

  1. Navigate to System Properties > Security.
  2. Enter a value in the Maximum file attachment size in megabytes property. Leave the field empty to allow attachments up to a maximum of 1 GB. By default, this field is blank.
  3. Click Save.

Require a role to attach files

You can restrict who can upload attachments.

Before you begin

Role required: Admin.

Procedure

  1. Navigate to System Properties > Security.
  2. In the Attachment limits and behavior section, locate the List of roles (comma-separated) that can create attachments property (glide.attachment.role).
  3. Enter one or more roles separated by commas.
    Only roles listed in this property are able to upload attachments to a record. If no roles are entered, then all roles can upload attachments.
  4. Click Save.

Restrict attachment file extensions

The glide.attachment.extensions property restricts the file extensions that users can upload as attachments.

Before you begin

Role required: Admin.

About this task

Use this property to improve security by preventing users from uploading harmful files, such as viruses, as attachments. Also, this capability can prevent the use of incompatible filetypes. For example, Internet Explorer does not support icons in .png format. This property does not restrict files based on the actual file type, but only based on the extension.

Procedure

  1. Navigate to System Properties > Security.
  2. In the Attachment limits and behavior section, locate the List of file extensions (comma-separated) that can be attached to documents via the attachment dialog property.
  3. Enter the file extensions and click Save.
    If no extensions are specified, then all extensions are allowed. However, if any extensions are specified, all unlisted extensions are restricted. Listed extensions should not include the dot (.) prefix or spaces after commas. For example, enter xls,xlsx,doc,docx.