Associating attachment categories with case types

To ensure that the workers who process your Microjourney have the relevant information, associate attachment categories with your case type. Visualizing the attachments required by your Microjourney helps you to gain a better overview of the information that your application users need to deliver. You can also communicate to your stakeholders what documents or other attachments are crucial in the Microjourney. For example, in a hiring process, you can indicate that a job applicant provides scanned documents, for example letters of recommendations and files CVs.
When you add an attachment category to your case life cycle, you create a draft relationship between the attachment category and the case type. Draft relationships affect project estimation and clearly visualize which application elements you need to implement, and as a result, help you to plan your application development.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. In the Data & Interfaces section, click Data > Attachment, and then define the attachment category:
    Choices Actions
    Use an existing attachment category Select the attachment category from the list of categories.
    Create a new attachment category
    1. Click New attachment category.
    2. In the New attachment category dialog box, in the Name field, provide a descriptive name for the attachment category.
      For example: Enter Letters of recommendation.
    3. Click Submit.
  3. To add more categories for the attachment, click Category, and then repeat step 2.
    For example, you might need more attachment categories when you need a document in a printed version and as a digital file.
  4. Optional: To communicate when you want to include the attachment in your Microjourney, associate the attachment category with a release:
    1. In the Additional details section, click Configure release.
    2. In the Edit details dialog box, in the Release list, select the release.
    3. Optional: To indicate how much time the development team needs to implement the attachment, in the Complexity list, select a relevant option.

      Implementing an attachment category includes defining storage options and editing the case life cycle to include the attachment in an assignment or other step type.

      The attachment category complexity affects project estimation and expected development duration.
    4. Optional: To provide more information, in the Comment text box, enter a short description.
    5. When you implement the attachment category, select the Mark as done check box.
    6. Click OK.
  5. Optional: To change the attachment category, in the Category properties pane, in the Select category list, select a different category.
  6. Click Save.