About Attachment Category rules

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Purpose

Define an attachment category rule in your application to control the security of attachments on a work object. The rule restricts operations that can be performed including create, edit, review, or delete. Access can depend on none, one, or all of these factors:

Privileges — Held by the operator (or other requestor)
When rules — Runtime true-false tests
Attachment type — File, note, screen shot, scanned document, or URL
Work group — To which the operator belongs

Where referenced

Attachment category rules are referenced by the standard activities Work-.ProcessAddMultipleAttachments, Work-.AttachConvertedPDF, and Work-.ActionAddAttachment plus these standard flow actions (typically used as local actions):

Work-.AddAttachment
Work-.AddAttachmentFromMail
Work-.AddMultipleAttachments
Work-.AttachAFile
Work-.AttachANote
Work-.AttachAScreenShot

Work-.AttachAURL
Work-.ConvertAttachmentToPDF
Work-.EditAttachments
Work-.AttachFromScanner
Work-.AttachAScannedDocument
Work-.EditCategorizedAttachments

Also, attachment processing provided by the History and Attachment button () on work object forms enforces the restrictions defined in attachment category rules.

Access

Use the Application Explorer or Rules by Type Explorer to list all Attachment Category rules that are available to you.