Creating BP Records Using the Camera

As an alternative to creating a BP record and then adding attachments, you can do the reverse by capturing images using the camera from the workspace dashboard and then attaching them to a new BP record.

Prerequisites

You have the required permissions to attach files.

Online Mode

To capture images and then create a BP record:

1. Navigate to the Company Workspace or a Project Workspace such as Biotech Research Facility.
2. Tap Camera ().
3. To select your default image size from the Select size for image(s) list, touch any: Small (900 KB), Medium (1.5 MB), Large (2 MB), or Actual Size (3.5 MB).

   Except for the Multiple Photos option, the selected image size applies to all image file formats and becomes your default Image Size setting.

4. Use the camera to capture a maximum of 10 images.

   Images are saved with the default file name format, <Img_DateTime>.

5. Preview the images by touching the image count.
6. On the Preview screen, perform any of the following actions:
   • To use the camera, touch Back ( ß ).
   • To discard an image, touch Delete () on the selected image.
   • To rename an image file, overwrite the default file name.
7. After finalizing your images, touch Done ( ü ).
8. On the Select Business Process screen, search or select a locally available business process to attach the images.
9. If applicable, select a workflow.

   Images are attached as individual files in the Attachments block of the BP form.

10. Populate the BP record as needed.
    • Adding hyperlink fields.
    • Working with workflows
    • Working with comments
    • Grouping BP line items
11. To create the BP record:
    1. Touch Save.
    2. For non-workflow BPs touch Submit, or touch Send to transfer the BP record to the next workflow step.

       Note: If you no longer have the required attachment permissions, when you access a draft BP record you created, an alert message displays. Touch OK. All attachments will be removed from the draft BP record. Populate the BP record as needed.

Offline Mode

This feature is supported in Offline mode.