Attaching content 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 pane of Dev 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. In the Attachment type list, click an option that describes the format of the expected attachment.
4. Optional: To define a business classification for the attachment, in the Attachment category field, and select an option.
5. Enter a value in one of the following fields, based on the Attachment type that you selected:

   • File name — Enter the name of a binary file rule.

     Additional options, such as a link to open the binary file rule, are displayed after you provide a value in this field.

   • URL — Enter a Uniform Resource Locator or Uniform Resource Identifier that points to an external file or resource on the Internet.

   • Note — Enter descriptive text.

6. In the Attachment description field, enter text that describes why the attachment is added to the case.
7. Click Save.