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Completing the Attachment Categories tab
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Complete this tab to associate attachment categories with this case type.

When designing your application processes, it is a best practice to use the Attachments setting on the Case Designer Details tab to configure attachment categories.

Starting with V7.1.5, requirement conditions and Auto-Attach capabilities are deprecated. Attachments previously configured with Auto-Attach appear in a read-only list. You can remove this capability from an attachment by deleting it from the list. For new development, use the Attach Content Smart Shape in your process diagram. See Attach Content on Flow form - Process Modeler — Smart Shapes.

Field

Description
Category
  • To add an existing attachment category, select it from the SmartPrompt list which is populated by records available in the current application's RuleSet stack. When you save the case type record, the system copies the category to the application's RuleSet; the record remains in the original class.
  • To create a new attachment category, type the name in the field (a name can only be used once in the list). When you save the case type record, the system creates the attachment category in the highest unlocked RuleSet version in the current application, and case type. By default, the category has no security settings, and an availability setting of File. The name you enter is the record's short description; spaces are removed to create the name key value.

After you have saved the case type record, click the category name to open its form and update its settings as necessary.

You can specialize an existing category in the current case type by selecting it from the SmartPrompt list and changing the category name.
Description When you add a category name, it appears by default in this field. The text appears on the audit trail window. You can edit the description to suit your requirements.
Required for Resolution Select so that an attachment of this category is required before the user is allowed to submit the case. The system adds a validation error to a case if an attachment of this category is not present in the case's list of attachments.

If an attachment is required, make sure that caseworkers who can resolve the work are given create permission in the attachment category record. If there are caseworkers who do not have permission, configure a flow action or utility so that the file is attached automatically, or design the flow so that the case must pass through other caseworkers who have permission.
Property Reference

This field holds the reference of a page list property that holds the attachment information for the category. When you add a category, the name key of a pyAttachmentCategories page list appears in this field. By default, the name is the value you entered in the Category field followed by the word "categoryAttachments". Click the Rename link to modify the default name (do not include spaces).

At runtime, the system automatically populates the data with attachments of that category only when the property is referred to and is refreshed for every transaction. The property is transient and is not persisted with the case. You can use the page list to reference attachments of this category in your application design; for example, when building when conditions or validation logic. On the clipboard, the page is located on pyWorkPage.

You can use the function alias pxIsAttachmentOfCategoryInCase to check if an attachment of a particular category is attached to a case.

Technical details

When you save this case type record, the system copies the record pyAttachmentsCategoriesList and creates the page list record (using the Property Reference name) in the current case type and the highest unlocked RuleSet version in the current application. The record uses a page definition of Link-Attachment, and references the data page D_AttachmentsByCategory. The name in this field is used for the property's short description; spaces are removed to create the name key value.

See Attachment Category.

Attachment categories are available to users on the user forms' Attachments area, or in the Advanced Attachments window. See About audit trails, attachments, and case narratives (V6.X).

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