Creating an attachment category

You can create an attachment category to control the actions that users can take on attachments in a case.

Note: Use the settings of a case type instead of the Create form to create an attachment category, because this approach sets default values for you.

For more information about the case-type settings that support attachment categories, see Adding an attachment category to a case type.

  1. In the header of Designer Studio, click + Create > Process > Attachment Category.

  2. On the Create form, enter values in the fields to define the context of the attachment category.

    Options include:

    1. In the Label field, enter text that describes the purpose of the attachment category.

    2. In the Apply to field, press the Down Arrow key and select the class that defines the scope of the attachment category.

      The class controls which rules the attachment category can use. It also controls which rules can use the attachment category.

    3. In the Add to ruleset field, select the name and unlocked version of a ruleset that stores the attachment category.

    4. To change the default identifier for the attachment category, click Edit, and then provide a unique value in the Identifier field.

  3. Click Create and open to open the Attachment Category form.

  4. On the Availability tab, select at least one check box next to an attachment type so that you can reference your attachment category from a case type.

  5. Click Save.

You can make your attachment category functional by defining the conditions that restrict access to case attachments.