Attaching content to a case
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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.
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Add the Attach Content shape to the life cycle of your case:
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In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
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On the Workflow tab, click Life cycle.
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In a stage, click
.For advanced processes, click Configure process to add the shape to the flow canvas. -
Click Select.
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Attach content:
- Attach a document by clicking Attach a file.
- Attach a URL by clicking Attach a link.
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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.