LinkedIn
Copied!

Table of Contents

Attaching content to a case

Version:

Only available versions of this content are shown in the dropdown

Centralize the supporting information for a case by attaching relevant correspondence and documentation. By using the Attach Content shape, you can control the kind of information that case workers add to a case.

For example, in a loan request case, you can attach a certificate of employment form, which the case worker can provide to a customer to ensure that customers always complete the standard form.
  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. In the stage in which you want users to be able to attach content, click Step More Automations Attach content .

    3. Click Select.

  2. Attach content:

    Choices Actions
    Attach a document
    1. In the Step properties pane, click Attach a file.

    2. Click Upload.

    3. In the Upload a file window, click Choose File, and then select the file to upload.

    4. Click Done.

    5. In the Select file list, select the file to attach.

    6. In the Attachment name field, enter a descriptive name for the file.

    7. Optional:

      To change the business classification of the attachment, select an option in the Attachment category field, for example,Scanned Document.

      By default, the system selects File.
    8. Optional:

      To provide additional comments about the content, in the Audit note field, enter some helpful extra text.

    Attach a URL
    1. In the Step properties pane, click Attach a link.

    2. In the URL field, enter a URL that points to an external file or resource on the Internet.

    3. In the URL name field, enter a descriptive name for the link.

    4. Optional:

      To change the business classification of the attachment, select an option in the Attachment category field, for example,Correspondence.

      By default, the system selects URL.
    5. Optional:

      To provide additional comments about the content, in the Audit note field, enter some helpful extra text.

  3. Optional:

    To provide more information for auditing purposes, in the Audit note field, enter additional information.

  4. Click Save.

At run time, users can open and download and attachment in a case.

Have a question? Get answers now.

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