Adding an attachment category to a case type

You can use attachment categories to create business classifications for attachments. By associating attachment categories with a case type, you can control the operations that users perform on attachments in a case.

  1. In the navigation panel, click Case types, and then click the name of a case type.
  2. Click the Gear icon.
  3. On the Settings tab, click Attachment categories.
  4. Click + Add attachment category.
  5. In the Category name field, identify an attachment category in one the of the following ways:
    • To create a new attachment category, enter a unique name.

    • To use an existing attachment category, press the Down Arrow key and select the name of the attachment category.

  6. Optional: To require at least one attachment of this category when a user submits a case, select the Required for resolution check box.
    Note: Ensure that case workers who resolve cases are granted a privilege with create permissions for this attachment category.
  7. Click OK.
  8. Click Save.

By default, new attachment categories apply to the file attachment type only and do not restrict user operations. You can change these settings by updating the underlying Attachment Category form.