5 Working with Notes and Attachments

Notes and Attachments contain additional information or data relevant to the object or process. These can be URLs, relevant documents, images, compressed files etc. All documents attached to RMW objects use Agile's File Vault.

5.1 Adding Notes

You can add notes to any business object.

To add a note (for the first time):

1. In the search results, select the desired record.

2. Click the Add Note icon.

3. Enter the Subject.

4. Select the Type of note from the menu.

5. Enter content for the Note.

6. Click OK.

To add a note from the Notes page:

1. In the search results, click the Notes button of the desired record. In the Notes page, click Add.

2. Enter the Subject.

3. Select the Type of note from the menu.

4. Enter content for the Note.

5. Click OK.

5.2 Deleting Notes

You can delete unused or irrelevant notes.

To delete a note:

1. In the search results, click the AddNotes icon of the desired record.

2. In the Notes page, select one or more rows of the Notes records. The Delete button is activated.

3. Click Delete.

4. Click OK.

5.3 Editing Notes

You can edit notes to modify or change content.

To edit the notes:

1. In the search results, click the Notes button of the desired record.

2. Select the row of the Notes you wish to edit.

3. Click Edit and modify the content in th Edit Notes page.

4. Click OK to return to the Notes page.

5. Click OK.

5.4 Comparing Notes

Notes attached to business objects can be compared to verify data or to check if data differs in versions.

To compare notes:

1. In the search results, select the desired record.

2. Click the object hyperlink.

3. Go to Notes and Attachments tab.

4. In the Notes sub-tab, select two or more rows of the notes you wish to compare.

5. Click Compare. In the Compare Notes page, the selected records display rows of all fields for comparison in tabular format.

6. To drop the Notes you do not wish to compare, click Delete.

7. Click OK to return to the Notes page.

8. Click OK.

5.5 Adding Attachments

You can add attachments to a business object.

To add an attachment:

1. Search and select the desired record.

2. Click the Add Attachment icon.

3. In the Attachments page, click Add.

4. In the Add Attachment page, enter Name.

5. Select the Document Type from the menu.

6. Enter Description.

7. Select the attachment Source.

• If the attachment Source is a File, enter the file path in the File field or click Browse to pick a file from your system.

• If the attachment Source is a URL, enter the complete URL.

1. Click OK to return to the Attachments page.

2. Click OK to return to the search results page.

5.6 Deleting Attachments

You can delete unused and irrelevant attachments.

To delete an attachment:

1. In the search results, click the AddAttachment icon in the desired record.

2. In the Attachments page, select one or more rows of the Attachment records.

3. Click Delete.

4. Click OK to return to the search results page.

5.7 Editing Attachments

You can edit the attachment to modify, change or add content.

To edit an attachment:

1. In the search results, click Attachments in the desired record.

2. In the Attachments page, select a row of the Attachment records.

3. Click Edit.

4. In the Edit Attachment page, modify the contents and click OK to save.

5. Click OK to return to the search results page.

5.8 Comparing Attachments

You can compare attachments associated to a particular record with earlier versions, to verify data.

To compare attachments:

1. In the search results, click the AddAttachment icon in the desired record.

2. In the Attachments page, select one or more rows of the Attachment records.

3. Click Compare. In the Compare Attachment page, the selected records display rows of all fields for comparison in tabular format.

4. To drop the attachments you do not wish to compare, click Delete.

5. Click OK to return to the Attachments page.

6. Click OK to return to the search results page.