Attachment Drive

Module Cloudlink - Storage
Technical Name cloud_link

Attachment Drives help you organize your attachments by allowing you to create a meaningful folder structure for them.
You can use a Sync Job to back up your attachments.

An Attachment Drive is always read-only

Attachment Drive Settings

The Settings of an Attachment Drive consist of a list of Attachment Folders. An Attachment Folder has a path and a filter to determine which attachments should be included.

Attachment Drive Settings

Attachment Folder Settings:

Directory

The path of the Attachment Folder. The path can contain placeholders.

Examples:

  • /projects/{create_date.year} - group files by year
    Results: /projects/2024, /projects/2023, …
  • /invoices/{res.invoice_partner_display_name} - group files by the name of the partner
    Results: /invoices/Deco Addict, /invoices/Wood Corner, …

A list of all available placeholder variables can be found under the Help tab.

Create Attachment Folder Attachment Folder Help

Attachment Filter

A Domain to select attachments that match the specified criteria. When the domain includes (Resource Model, =, MODEL_NAME), all the fields of MODEL_NAME will be available as res.FIELD_NAME variables.

Presets

To simplify the setup the module provides some Attachment Folder presets.

All

All Preset

Employees

Employees Preset

Invoices

Invoices Preset

Channel Messages

Channel Messages Preset

Project Tasks

All Preset

Project Updates

All Preset