Workflow

How to Manage CRM Appointment Attachments

Verified end to end. A disposable CRM appointment was created, a text file was attached, its metadata was edited, the attachment was deleted, and the appointment was deleted after the probe.

Evidence Summary

Workflow run
crm-appointment-attachment-20260519T121040Z
Appointment id
434
Attachment id
192
Uploaded file
ai-appointment-attachment-20260519T121040Z.txt
Final state
rowsAfterAttachmentDelete=0

CRM appointment attachment workflow diagram

Before You Start

Upload an Attachment

  1. Click Attach on the appointment detail page.
  2. Enter a description.
  3. Optionally choose a category and public flag.
  4. Choose or drop a file, then click Upload file.

The verified upload used multipart POST /ajaxserver with action=AceUpload, location=attachments, codempr=1, codmarcacao=434, assunto=AI appointment attachment 20260519T121040Z, public=1, and files[]. The response returned {"ok":true,"num":192} plus stored file metadata.

Edit Attachment Metadata

  1. Click the edit icon in the attachment row.
  2. Update the description, category, or public flag.
  3. Click Save.

The verified edit first loaded metadata with loadAttach and num=192. It then saved editAttachment with serialized form values num=192, edited assunto, empty categoria, and public=1. The next DT_Select_Attachments lookup returned row 192 with the edited description.

Delete an Attachment

  1. Click the delete icon in the attachment row.
  2. Confirm the prompt.
  3. Verify the file row disappears from the Attachments table.

The verified delete used deleteAttachmentById, tabela=Attach, and search[Num]=192. The endpoint returned bare JSON true, and the next DT_Select_Attachments call returned no row for attachment 192.

Artifacts