About Attachment Category rules
 

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Purpose

Define an attachment category rule in your application to control the security of attachments on a work object. 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: 5.5 GRP-463 CASAD

• 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):

Work-.AddAttachment Work-.AddAttachmentFromMail Work-.AddMultipleAttachments Work-.AttachAFile Work-.AttachANote Work-.AttachAScreenShot

Work-.AttachAURL Work-.ConvertAttachmentToPDF Work-.EditAttachments Work-.AttachFromScanner Work-.AttachAScannedDocument Work-.EditCategorizedAttachments

Also, attachment processing provided by the History and Attachment button () on work object forms enforces the restrictions defined in attachment category rules.

Access

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

Category

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

Atlas — Standard Attachment Category rules

Security category
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