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Field reference

File

How to use File in Platform Settings: access, working steps, fields, related records and troubleshooting.

System AdminUpdated 12 October 2026Configuration-aware guidance
Open File ↗Module guide

Purpose and access

Review platform defaults and dependencies within the administrator’s authority. Record the reason and tested impact of changes. Authentication, session settings and security-sensitive configuration need a controlled change process.

This page is a internal/admin record in System Admin → Platform Settings. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Review the current settings or existing records and prepare the information needed for the change.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open File from System Admin → Platform Settings, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
File Namefile_nameData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Is Privateis_privateCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
File Typefile_typeData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
File Sizefile_sizeInt
Optional · Read-only		Enter a whole-number value.
File URLfile_urlCode
Optional · Read-only		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
Thumbnail URLthumbnail_urlSmall Text
Optional · Read-only		Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
Is Folderis_folderCheck
Optional · Read-only		Enable or disable the named option only when it matches the intended record behavior.
Attached To DocTypeattached_to_doctypeLink
Optional · Read-only		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: DocType

Attached To Nameattached_to_nameData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Attached To Fieldattached_to_fieldData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Content Hashcontent_hashData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Uploaded To Dropboxuploaded_to_dropboxCheck
Optional · Read-only		Enable or disable the named option only when it matches the intended record behavior.
Uploaded To Google Driveuploaded_to_google_driveCheck
Optional · Read-only		Enable or disable the named option only when it matches the intended record behavior.

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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