Attachments for Notes

Allow users to attach files to contact Notes.

• Maximum number of attachments to be controlled by the Maximum Attachments setting (Administer > System Settings > Undelete, Logging and ReCaptcha). Default value is 3.

1. Attachments pane appended to Create / Edit Note form (civicrm/contact/view/note?cid=NN&action=add, civicrm/contact/view/note?action=update&reset=1&cid=NN&id=YY&selectedChild=note). Use CRM_Core_BAO_File::buildAttachment method.

1.1 Edit Note - Attachments pane allows user to download a current attachment (click on link), delete a current attachment, or add more attachments (up to maximum attachments)

2. View Note includes section for Current Attachments if they exist (same as for Activities). Each file is rendered as a download link.

3. Extend the attachments features to:

a. Add a description field to each attachment. This can be stored in the existing description field in civicrm_file table

b. Add tags/tagsets to each attachment. This is similar to what we do for activities and cases. This will include a small redesign of the attachment UI to incorporate the new form elements.

The above functionality does not cover search for now. We will incorporate this in a future version