Manage Attachment Filter Options

This article describes advanced option settings for attachment filters:

• Attachment Options and Filter Settings (back to CRM Sync Policy documentation)
• Disable Attachments by Module (Riva 2.4.25+)
• Attachment Options and Filter Settings (pre Riva 2.4.24)

Disable Attachments by Module (Riva 2.4.25+)

Advanced option keys are available to disable attachment syncing by Riva module.  Apply the following advanced option keys and values:

Sync.Crm.Attachments.Disabled.Appointment = true or false (for appointments only)
Sync.Crm.Attachments.Disabled.Phone_Call = true or false (for phone calls only)
Sync.Crm.Attachments.Disabled.Email = true or false (for appointments only)
Sync.Crm.Attachments.Disabled.Case = true or false (for appointments only)
Sync.Crm.Attachments.Disabled.Opportunity = true or false (for appointments only)
Sync.Crm.Attachments.Disabled.Project = true or false (for appointments only)
Sync.Crm.Attachments.Disabled.Quote = true or false (for appointments only)
Sync.Crm.Attachments.Disabled.Contract = true or false (for appointments only)

Values are either:

true (enables the option)
false (disables the option if previously enabled)

Attachment Options and Filter Options (pre Riva 2.4.24)

There are three different attachment filter options:

• Attachment Filters by File Extension
• Filter All Attachments
• Email Attachment Filter Summary

Attachment Filters by File Extension

In the Riva CRM application, under "Policies" edit the CRM policy.  The "Advanced Options" page provides an "Attachment Filters Option".  Use this to specify global attachment filter for specific file types by fine extension.  Specify the file size to filter.  Any file that matches the file extension or is larger than the file size limit will be stripped from emails that are created by "SmartConvert" or "AssignTo".

Filter All Attachments

To enable the filtering of all attachments, set this advanced option setting:

Sync.Crm.Attachments.Disabled = true

In the Riva CRM application, under "Policies" edit the CRM policy.  Under "Advanced Options", click Edit Custom Options.  Add the setting key and the value and click Add >> and OK>>. This change will be applied when the CRM policy is saved and the CRM synchronization service has restarted.

Email Attachment Filter Summary

If an attachment filter is applied, you can enable an option to display a summary list of attachments that have been removed by the filter at the bottom of each affected email that created by "SmartConvert" or "AssignTo".

To enable the display of attachments stripped from an email, set this advanced option setting:

Sync.Crm.AddSummaryOfAttachments.Enabled = true

In the Riva CRM application, under "Policies" edit the CRM policy.  Under "Advanced Options", click Edit Custom Options.  Add the setting key and the value and click Add >> and OK>>. This change will be applied when the CRM policy is saved and the CRM synchronization service has restarted.

For versions of Riva prior to 2.4.21, details on how to set the App.Setting keys, see: How to use an App.Setting for custom options

Applies to:

• Riva CRM for Exchange
• Riva CRM - release 2.4.21 (for Edit Custom Options)
• Riva CRM - release 2.4.16 (for App.Setting support)