Attaching an Object to a Process
To attach one or more objects to a process:
- Display the profile card of the process.
- Open the Attached Objects tab by scrolling down and clicking on the + sign next to the Attached Objects tab or by opening the Go To tab and selecting the Attached objects option.
- Click Attach to attach an existing object to the process.
The Saved Search page appears.
- From this page, select a search and then select an object from the Search Results page.
- The object is added to the process.