About Attachment Category rules

Define an attachment category rule in your application to control the security of attachments on a work item. 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):

Attachment processing provided by the History and Attachment on user forms enforces the restrictions defined in attachment category rules.

The Attachment Categories tab on the Case Type rule form , or the Attachments option on the Case Designer Details tab enable you to associate one or more attachment category rules with a case type. See Case Type rules — Completing the Attachment Categories tab.

Access

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

Category

Attachment Category rules belong to the Process category. They are instances of the Rule-Obj-AttachmentCategory rule type.

Standard Attachment Category rules

Process category

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