LinkedIn
Copied!

Table of Contents

Attaching content to a case

Version:

Only available versions of this content are shown in the dropdown

You can use the Attach Content shape to control the kind of information that is added to a case. By attaching relevant correspondence and documentation, you can centralize the supporting information for a case.

  1. Add the Attach Content shape to the life cycle of your case:

    1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

    2. On the Workflow tab, click Life cycle.

    3. In a stage, click + Step More Automations Attach content .

      For advanced processes, click Configure process to add the shape to the flow canvas.
    4. Click Select.

  2. Attach content:

    • Attach a document by clicking Attach a file.
    • Attach a URL by clicking Attach a link.
  3. Click Save.

  • Adding a preconfigured step to a process

    You can add a step to a process that is preconfigured with functionality, such as sending an email or creating a case. By using preconfigured steps, you can design case types more efficiently.


50% found this useful

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.