Attaching content to a case

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.