Attachment Behavior

To set the layout of an attachment

  1. (Optional) Click the attachment name to assign a document entry template to the attachment. Items can be added to the attachment array or single attachment that uses the document entry template.When the user adds an item, it is added to the workflow attachment and the object store as specified in the entry template. The entry template itself does not appear as an item in the attachments list. For single attachments, the user can use the Replace using Template command to replace the existing document entry template from the Entry Template Wizard.
  2. Click the Advanced icon for the attachment:. The Attachments - Display Properties window appears.
  3. Enter a name in the Alias field.
  4. In the Expand Items drop-down list, accept the default Yes or choose No. Yes expands the attachment list view while No collapses the list.
  5. In the Attachment Commands section, click the checkbox to show or hide attachment commands such as Replace Using Template, Assign, Unassign, and Unassign with Delete.
  6. Enter an alias name for the attachment commands.
  7. Click Continue.
  8. Repeat steps 2 - 8 for other attachments in the list.
  9. Click Continue. The Attachments - Display Properties window closes. You can now proceed with the next layout option in the Define Step Map - Display Properties window.

NOTE  Each time you select multiple steps to edit, custom settings in the selected steps are lost. Ensure you complete all multi-select actions before you set unique step options. Once you enter custom settings for a step, including: buttons, pages, attachments or regions, do not select this step in a mult-select action or the custom settings will be lost.



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