Configuring an attachment

After you add an attachment field to a data type or case type, you can configure it with an attachment category. By default, attachments are associated with an attachment category with the same name as your attachment field.

1. To access the data model tab for a data type:

   • Click the Data icon in the Explorer panel to display the Data Explorer.
   • Click the data type.
   • Click the Data model tab.

   To access the data model tab for a case type:

   • Open a case type in Case Designer.
   • Click the Data Model tab.
2. Click the Gear icon in the row of an attachment.
3. Press the Down Arrow key in the autocomplete field that is displayed and select the name of an attachment category. Alternatively, you can enter a unique name to create a new attachment category.
4. Click Submit.

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