Attaching information 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 panel 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.
      Tip: 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.