Configuring an attachment field

After you add an attachment field to your data model, 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. Access the field, based on the way that it is defined in your data model.
    • To view fields in a data type:
      1. In the explorer panel of Designer Studio, click Data to display the Data Explorer.
      2. Click the name of a data type.
      3. Click the Data model tab.
    • To view fields in a case type:
      1. In the explorer panel of Designer Studio, click Cases to display the Case Type Explorer.
      2. Click the name of a case type.
      3. Click the Data model tab.
      4. Optional:To display fields that are inherited by your application, click Show reusable fields.
    • To view fields on a form:
      1. Click Turn editing on.
      2. In the explorer panel of Designer Studio, click Cases to display the Case Type Explorer.
      3. In the navigation panel, click Cases to display the Case Type Explorer.
      4. Click the name of case type.
      5. On the Views tab, click the name of a form.
  2. Click the Gear icon in the row of the attachment field.
  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.