CASE Attachments

Question 1

possible filtering options are

Answer 1

That can be filtered Posts by Me, Automated Posts, Posts with Files and Posts with Links. Automated posts are posts that are posted by the system — we will discuss these later in this lesson.

Question 2

pc_data_workattach

Answer 2

A case attachment can be a file, screen shot capture, URL or text note. By default, case instance attachments are stored in the “pc_data_workattach” table as instances of concrete classes derived from the “Data-WorkAttach-“ class. They are not stored directly with the case instances in the same table.

Question 3

Attachment Types

Answer 3

• Note attachments from the “Data-WorkAttach-Note” class;
  
  • File attachments from the “Data-WorkAttach-File” class;
  • URL attachments from the “Data-WorkAttach-URL” class;
  • Screenshot attachments from the “Data-WorkAttach-ScreenShot” class;
  • Scanned document/image attachments from the “Data-WorkAttach-ScanDocument” class; and
  • Enterprise Content Management attachments from the “Data-WorkAttach-ECM” class.

Question 4

Case Attachments section “Add” or “Advanced”

Answer 4

We can attach a File or a URL using the “Add” link.

When we click the “Advanced” link, an attachment listing window pops up and it has an “Add” dropdown button. Using the button, we can attach a Note, File, URL, Screenshot and a Scanned Document.

Question 5

How Enterprise Content Management integration is configured?

Answer 5

We use the “Connector Name” to specify the Connect CMIS rule used to connect to the external CMS system.

If the Connect CMIS rule has not been created before, we can click the magnifying glass icon to create the rule now. The second field, “CMIS Folder”, provides the “Browse” button to select the directory location on the content management system in which we are going to store work item attachments for this application.

Question 6

How to add attachments as local actions?

Answer 6

• AddAttachments allows us to add a file attachment and assign it to an attachment category.
  
  • AddMultipleAttachments though provides the ability to add multiple file attachments, with a category for each, in a single action. For every attachment types, there is one flow action.
  • AttachAFile as its name implies is used to attach a file to the work item, including an explanatory note but no attachment category.
  • AttachANote flow action prompts users to type in a text note that becomes an attachment to the case instance.
  • AttachAScreenShot is used to select one window from a list of windows on the Windows desktop, and then capture and attach a screen shot JPG image to the case instance with an explanatory note.
  • AttachAUrl is the flow action you might use to attach a URL reference to the work object with an explanatory note.
  • AttachFromScanner allows us to start the Image Viewer tool to scan, view or update a TIFF file from a scanner and attach it to the case instance.
  • AttachmentForECM allows us to attach a document from content repository to the case instance.

Question 7

Add content smart shape options?

Answer 7

When attaching a file, we can choose either to attach a binary file from a folder or to reference an attachment from the case type.

“Attach a URL” and “Attach a note” options require a URL and description and a note and description respectively.

Question 8

Rule-Obj-AttachmentCategory

Answer 8

Attachment categories are part of the Security category and are instances of the “Rule-Obj-AttachmentCategory” rule type.
We can reuse the standard categories or create an entirely new attachment category rule instance, such as invoice, packing slip etc.
Two main tabs are available on the rule form:
- On the first tab, Security, we can control access to the attachments through Privileges and/or When rules.
- The next tab, “Availability”, provides a list of the attachment types. We select the checkboxes for the attachment types that are valid for the category

Question 9

Enable Attachment Level Security

Answer 9

The “Enable Attachment Level Security” option allows the operator at runtime who attaches a work attachment of this category to identify one or more work groups that have access to the attachment. When enabled, this attachment-level restriction operates in addition to and independently of any restrictions defined on this tab for the category.