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Process Tracker
Getting started
View workflow
Edit workflow
  Select work
  Lock work items
  Unlock work items
  About step properties
    General steps
    Launch steps
    Submap steps
    System steps
    Component steps
    General information
    Data fields
    Attachments
    Workflow groups
    Step assignments and milestones
    Step routing properties
  View route properties
Manage workflow
   

View or edit attachments

Using Process Tracker, you can assign or unassign a target to an attachment. You can also view the target itself, or view the target's properties. See About attachments for general information about attachments.

To select the attachment

  1. Select an active step.
  2. On the Step tab, select View by Step.
  3. Click the Attachment tab. Process Tracker displays all attachments defined in the workflow definition and the titles of the target specified for each attachment.
  4. Select the attachment you want to work with. For an attachment array, expand the field by clicking the pointer in the left-most column, then select the individual item. See Display array fields for additional information.

To assign a target to the selected attachment item

  1. Click Assign on the Attachments toolbar.
  2. Specify the target by locating it in the object store or library or entering a file name or URL.
  3. Click OK, then click Save All Changes on the toolbar.
  4. When you are done making changes to the work items, you can unlock them, or leave them locked in order to perform other tasks.

To unassign a target from the selected attachment

  1. Click Unassign on the Attachments toolbar.
  2. Click Save All Changes on the toolbar. The work items you have locked remain locked after you save your changes.
  3. When you are done making changes to the work items, you can unlock them, or leave them locked in order to perform other tasks.

To open the target assigned to the selected attachment

Click Open on the Attachments toolbar.

To view or modify the properties of the assigned target (available only for items in object store or library)

  1. Click Assigned Item Properties on the Attachments toolbar.
  2. View the properties or make changes as desired.
  3. To save your changes, click OK.
   

TIP You must have security access that allows you to view the target in the object store or library for any action other than unassigning the target.

CAUTION Changes made in Step view affect all of the underlying participant work items in the step.

TIP In FileNet Web Services ClientClient and Open Client, when you browse a library to locate a document for an attachment, the list displays only the first 250 items in a folder. Click Show more to add the next 250 items to the display.

Assign

Save All Changes

Open (attachment)

Assign Item Properties