Removing Line Item Attachments

The ability to remove an attachment depends on certain conditions. When you are assigned to a task that has a line item attachment, you can remove the attachment if you have uploaded the attachment yourself; otherwise, only the record owner (the creator) of the Business Process (BP) record can remove the attachments.

Note: If you are working in the Classic View, you (the assignee) can delete attachments uploaded by yourself as well as deleting attachments uploaded by other assignees, users after the current user (you) accepts the task.

To remove a line item attachment:

  1. Go to the business process and click the Line Items tab.
  2. Click to select a line item from the log.
  3. On the right-hand pane, click the Attachments tab.
  4. Click the gear menu to open the menu and click Remove ( > Remove).

See Also

Adding and Managing Line Items

Adding Line Items

Editing and Deleting Line Items

Copy Line Items

Filtering the Line Item List

Line Item Consolidation

Grouping Line Items

Adding Line Item Attachments


Last Published Monday, August 28, 2023