Removing attachments from a BP
Do one of the following:
- For non-Document-type BPs, in the Attachments window, select the file to be deleted, and then click Remove.
- For Document-type Line Item BPs, select the document in the bottom of the form, and then click Remove.
Removing attachments from a Document-type BP
To remove attachments from a Document-type BP, you can remove the entire line item, or you can leave the line item intact and remove the attachment from it.
Note: If the Document-type BP has been designed to use line item status, and the specified status has already been reached (e.g., approved), the line item may no longer be editable.
To remove attachments from a Document-type business process (remove line item)
- From the Document-type BP form, select the line item to be removed.
- Click the Remove button.
- Click Yes to confirm. The line item and attachment are removed.
To remove attachments from a Document-type business process (remove attachment from the line item)
- From the Document-type BP form, double-click the line item to be removed. The detail line item window opens.
- Click the Remove Attachment button.
- Click Yes to confirm. The attachment is removed from the line item.
Note: All fields that had been auto-populated when the file was originally attached (for example, name, issue date, revision number, etc.) will be cleared.
Since Name is a required field, you must give the line item a new name before closing the line item detail window. If you close the line item detail window before entering a new name, the name of the file that has been removed will remain in the field.