Skip navigation FileNet logo
Glossary  |  Help Directory  
  Help for Process Designer
  Search  |  Index
Process Reference  
Process Designer
Getting Started
Workflow Properties
  General properties
  Advanced properties
  Attachments
    Define an attachment
  Participants
    Assign Trackers
    Define a workflow group
  Data fields
    Define a data field
  Milestones
    Define a milestone
    Milestone usage
  Submaps
    Create and manage submaps
    Submap usage
  Specify field usage in steps
  Select existing fields
  Field merge types
  Expression builder
Steps
Routes
Validate & Launch
   

Workflow properties - attachments

An attachment links to information a participant will use to complete a step, such as a document or a URL. Define attachments as part of the workflow definition, then indicate which attachments will be used at each step. See About attachments for general information.

To define a new attachment

  1. If the Workflow Properties dialog is not open, select Workflow Properties from the Process Designer toolbar and display the Attachments tab.
  2. Enter a name for the new attachment. See Naming conventions for information regarding valid names.
  3. If the attachment represents a collection of documents, select the Array checkbox.
  4. In the Value field, do one of the following:
    • Specify a target. If the target is a file or folder in an object store or library, double-click in the Value field, then locate the file or folder in the object store or library. With the document or folder selected, click Select.

      To specify a file on a network drive or specify an Internet URL, double-click in the Value field, then click Other to browse the network drive or enter the URL. Note that the object store or library, network drive, or URL must be available to participants when the workflow is running.

    • Leave the Value field blank, allowing the actual target to be assigned by either the launch user or by a participant during processing.
  5. To specify that the document used to launch the workflow will be assigned to the selected attachment, click the Initiating attachment button at the top of the Attachment tab. A workflow definition can have only one initiating attachment.

    The initiating attachment is automatically added to the launch step as a read/write parameter.

    NOTE If you subsequently remove the initiating attachment designation from the attachment, the attachment parameter will not be removed from the launch step.

  6. In the Description field, you can optionally enter authoring-related information for future reference.

To specify the steps in the workflow where the selected attachment will be used

  • Click the Field Usage button, then select the appropriate steps. See Field Usage for additional information.

To modify or delete an attachment

  • To rename the selected attachment, select the attachment name and edit it.
  • To copy the selected attachment, click the Copy button.
  • To delete the selected attachment, click the Delete button.

NOTE If you delete an attachment or change its name, the change is updated in all steps where the attachment is used as a parameter. However, the change is not reflected in expressions where the attachment is used.

   

TIP To allow participants at a step to add documents to an attachment, specify that the attachment is an array, and specify Read/Write access to the attachment in the appropriate step.

TIP Assign a specific document if the same document will be used every time the workflow runs. Do not assign a specific document if a different document will be used each time the workflow runs.

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.