Attachment category

An attachment category is assigned to an attachment as it is added to a case, through any one of several attachment-related local flow actions or on a user form. The category name typically indicates the content or significance of the attachment such as:

• Expense reports
• Human resource documents
• Links to third-party Web sites

Using attachment category rules, developers can restrict a user's ability to perform operations such as add, delete, view, and edit attachments based on privileges, when conditions, or attachment types.

Attachment categories and types differ as follows:

• categories (Rule-Obj-AttachmentCategory rule type) are business classifications.
• types (Data-WorkAttach- class) indicate the format including note, file, URL, screenshot, or scanned document.

Referencing attachments and attachment categories

You can use the standard page list properties pyAttachments and pyAttachmentCategories to reference attachments by type (Link-Attachment class) or by category (Embed-AttachmentCategory rule type). Each pyAttachments entry contains another set of pagelist pyAttachmentCategoryList of class Link-attachment.

At runtime, when the user or system adds an attachment, the system associates a page list properties with the case. The properties are transient and are not persisted with the case. The data is populated only when the property is referred and refreshed for every interaction.

When working on the clipboard, locate the properties on pyWorkPage.

Implementing attachment categories

To support attachment categories in your application:

1. Create attachment category rules as necessary to control which users can create, update, delete, or view attachments to specific attachment types. You can create attachment categories for a given case type using the Attachment Categories tab on case type records. See Case Type rules - Completing the Attachment Categories tab.
2. Update selected assignments in the flows of your application to offer users one or more of the standard local flow actions that support attachments.

Attachment categories in releases before V5.5

The Attachment Category wizard, which appears in the V5.1-V5.4 Developer portal Cases and Content slice, is not available in V5.5. Create categories using category attachment rules. See More about Attachment Category rules for upgrade instructions.

Beginning with V5.5, you cannot associate attachment categories with custom types (a new subclass of the Data-WorkAttach- class). Categories used with custom types created in versions prior to V5.5 continue to function as originally configured. These categories cannot be upgraded to category attachment rules. ssd

	attachment, attachment type, work type, sample application
	About Attachment Category rules How to use attachment categories and versions Understanding work item attachments Case Type rules — Completing the Attachments tab

Definitions