Activity Attachments content item

The Activity Attachments content item allows you to view and download activity attachments directly from iMIS.

Note: The Activity Attachments content item is included for those who purchased iEmail v3 and operate on iMIS 2017. The content item serves as an interim solution for pulling activities in 2017 as this feature is included in iMIS EMS (and therefore not needed upon upgraded). 

Note: End user must be a licensed iMIS User.

Deploying the client-based content item in iMIS

Do the following to deploy the client-based content item is iMIS:

  1. Extract the Activities Attachment zip file. Do not unzip it.
  2. Go to RiSE > Document system and select the ContentItems folder. This is the folder into which all client-based content items must be uploaded.
  3. Click New > Zip File and upload the zip file.

  4. In the Description enter: [Today's Date] - CSI Activity Attachments iPart.
  5. Click Upload.
  6. The zip file will then be displayed in the ContentItems folder.
  7. Go to RiSE > Maintenance > Deploy Content Items.
  8. The Deploy Content Items navigation item in the Staff site is hidden when you install or upgrade iMIS. Do the following to make it accessible:
    1. Go to RiSE > Site Builder > Manage sitemaps.
    2. Select the Staff site.
    3. Navigate to the RiSE > Maintenance > Deploy Content Items.
    4. Click the Options tab and make sure the option This navigation item is hidden is disabled.

    5. Click Save & Publish.
    6. Refresh the page, so the changes take effect.
  9. Go to RiSE > Maintenance > Deploy Content Items.
  10.  Click Deploy Content Items. See Deploying Client based iParts.

Adding the content item to the Content gallery

Do the following to create a new content type to expose the content item in the Content gallery.

  1. Go to RiSE > Maintenance > Content types.
  2. If the Custom folder does not already exist, do the following:
    1. Click New > Folder.
    2. Enter Custom as the Folder name.
  3. Select the Allow only the following types of objects in this folder (select all that apply).
  4. Choose Content Type from the list.

  5. Click Save.
  6. Select the new Custom folder.
  7. Click New > Content Type.

  8. Choose Client-based (preferred), and enter the name CSI-content item-ActivityAttachments and description CSI Activity Attachments content item for the content type.
  9. Click Upload.
  10. Click Import. The new content item has been added to the iMIS Content Gallery and can be added to pages for publishing.
    • In the URL to the html file that is used to display items of this type at runtime field put: ~/Areas/CSI-content item-ActivityAttachments/index.html
    • In the URL to the html file that is used to configure content items of this type field put: ~/Areas/CSI-content item-ActivityAttachments/config.html
  11. Click Save.

Importing the business object

Do the following to import the CSI_BusinessObject_ActivityAttachments business object into iMIS:

  1. Go to RiSE > Business Object Designer.
  2. Click Import.
  3. Select the file CSI_BusinessObject_ActivityAttachments (Business Object).xml (this XML file should have been distributed to you, along with the zip file).
  4. Click Open.
  5. Click Upload.
  6. Click Import.
  7. Select the business object and click Publish. The business object has been successfully imported.

Repeat these steps for each business object in the unzipped folder. This should the following: CSI_content item_ActivityAttachments_GetAttachments(Business Object).xml.

Warning! Do not install the Activity_Attach (Business Object).xml file unless needed as this business object is for iMIS 2017 only.

Importing the Activity_Attach business object.

Important! This business object is for iMIS 2017 only.

iMIS 2017 is missing one of the default business objects called Activity_Attach. Because this business object is missing from 2017 we need to manually import it. If you do not add this business object you will be unable to download the activity attachments.

  1. Go to RiSE > Business Object Designer.
  2. Click Import.
  3. Select the file Activity_Attach (Business Object).xml.
  4. Click Open.
  5. Click Upload.
  6. Click Import.
  7. Select this business object and click Publish. The business object has been successfully imported.The business object has been successfully imported

Importing the query

Do the following to import the CSI-content item-ActivityAttachments query into iMIS:

  1. Go to RiSE > Intelligent Query Architect.
  2. Click Import.
  3. From the unzipped folder,, select the file CSI-content item-ActivityAttachments (IQA).xml.
  4. Click Open.
  5. Click Upload.
  6. Click Import.

    7. Note: By modifying this IQA is you can change the columns that are displayed in the content item.

  7. Repeat for each IQA in the unzipped folder. This should the following:
    • CSI_content item_ActivityAttachments_GetAttachments(IQA).xml
    • CSI_content item_ActivityAttachments_SetAttachments(IQA).xml

    8. Note: You must have the CsActivity.Sequence in the Display of the IQA in order for the attachment button to show.

Adding the content item to the Contact history page

Do the following to add the Activity Attachments content item to the Contact history page:

  1. Go to RiSE > Page Builder > Manage Content.
  2. Navigate to your Staff/Tabs folder. This is usually under Shared Content/Staff/Tabs.
  3. Once the correct Staff site content folder is located, double click on the History page, to edit it.
  4. Click Add Content.
  5. Double click the Custom folder. You should see the newly added CSI-content item-ActivityAttachments content item.
  6. Double click the content item to add it to the page.
  7. Enter the following:
    • Name: ASI Activity Attachments content item.
    • Title: Activity Attachments.
    • IQA: $/CSI/CSI-content item-ActivityAttachments.
    • Get attachments IQA: $/CSI/CSI_content item_ActivityAttachments_GetAttachments.
    • Business Object: CSI_BusinessObject_ActivityAttachments.
  8. Add custom filters to be used with the CSI-content item-ActivityAttachments query. Do the following:
    1. Fill out the name of the filter using the Filter Name text box (this displays as a label for a text field when showing results from the content item).
    2. Click Add Customized Parameter.You should see an entry in the table at the bottom with the header Custom Filters.
    3. Browse to the CSI-content item-ActivityAttachments query.
    4. For each filter added to the content item, add the field as a filter to the query as well.

    9. Warning! Be mindful of the order of the filters. Changing the order may produce unexpected results.

  9. Click OK.
  10. Click Save & Publish. The Activity Attachments content item has now been added to the bottom of the Contact History Page.
  11. Navigate to a user with emails and/or email attachments and you should see the content item at the bottom of the screen, results will be shown on page load if there are no custom filters added to the content item. If there have been custom filters added to the content item, this will be what is displayed initially.
  12. Enter your criteria for each custom filter and click Find to see results.
  13. If there is an attachment, you will see a button in the attachment column. You can click this button to download the email attachment.

    14. Note: If clicking on the button does not download the file, you may have to stop and start the ASI Scheduler app pool. This happens sometimes due to adding the Activity_Attach business object that is missing from iMIS 2017.

The content item is now successfully installed.