Securing an attachment field

Assign an attachment category to an attachment field to control which actions a user can take on an attachment.

The actions a user can take are determined by the attachment category configuration. 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 object:
     1. In the navigation panel of Dev Studio, click Data types to display the Data Explorer.
     2. Click the name of a data object.
     3. Click the Data model tab.
   • To view fields in a case type:
     1. In the navigation panel of Dev 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. In the navigation panel of Dev Studio, click Cases to display the Case Type Explorer.
     2. In the navigation panel, click Cases to display the Case Type Explorer.
     3. Click the name of case type.
     4. On the Views tab, click the name of a form.
2. Click the Configure field 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.