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Configuring the Attach Content shape

You can configure the Attach Content shape after you add it to a flow. By customizing the shape, you can control the kind of information that is attached to the case at run time.

  1. Double-click the Attach Content shape in a flow, or click a step in Case Designer that uses the Attach Content shape.

  2. Click an option in the Attachment type list that describes the format of the expected attachment.

  3. Optional: In the Attachment category field, press the Down Arrow key and select an option that describes the business classification of the expected attachment.

  4. Enter a value in one of the following fields, based on the Attachment type that you selected:

  5. In the Attachment description field, enter text that describes why the attachment is added to the case.

  6. Optional: In the Audit note field, press the Down Arrow key and select the name of a field value that defines a localized message.

    This message is added to the history, or audit trail, of the case when the Attach Content shape is processed.

  7. Click Submit.