Adding Attachments

To add attachments to the main form of a business process record:

Open a business process record.
Select the Attachments tab from the right pane.
To select a file from your computer, select Attachment and then select Browse.
1. Drag and drop files from your computer to the Drag and Drop box, or click anywhere in the Drag and Drop box and navigate to your file.
2. Select if you want to revise the file automatically if a file with the same name exists.
3. Click Upload. The date and time that the attachment upload is also displayed.
To select a file from Document Manager, select Attachment and then select Document Manager.
1. Select a file. You can select the Find on Page icon to help you find a file. You can expand and collapse the document structure to navigate to your file.
2. Select the Copy Comments checkbox to copy the comments that are associated with the file you are attaching.
3. Click Select.

The Publish to Document Manager checkbox is disabled for documents that have been added from the Document Manager. For files attached from your local system, the Publish to Document Manager checkbox is automatically selected; if you clear it, the attachment is not published to the Document Manager.

If the Attachments tab of the business process form contains any attachments, an Attachment indicator is displayed. If the tab contains no attachments, the right pane is refreshed and the indicator is no longer displayed.

Additional Information about Adding BP Record Attachments

Text-type BPs do not support record-level attachments; therefore, you cannot add attachments to upper form or action form.

Note: You cannot add record-level attachments to text-type BPs through integration, using CSV (Excel) import or SOAP or RESTful services.

Main Form: The main form, also referred to as the upper form, is the upper portion of a BP form. The main form contains the basic information that the form is managing, such as the name of a record and its description, who created the record and when, and so on. It also contains general data entry, informational, or reference fields for the BP form.

Action Form: The action form is the version of the BP form that opens when the recipient accepts the task implicit in the form. As a BP arrives at each step in a workflow, the system notifies the appropriate users, if they are involved in the step. When they open the notification, the system displays a view-only form of the step's task. If the user accepts the task, the form becomes an action form where the user can enter or edit information and attach additional documents. See also “View Form” in the Unifier Data Reference Guide.

You can include attachments in all other types of BP records, by using the Attachments tab. To include comments and comment attachments, go to the Comments tab.

You can add attachments to the text entry form, along with your comments. These attachments can be viewed, in the response list. Attachments to comments are available in the unpublished documents section.

You can also add attachments to line items. For more information, see Adding Line Item Attachments.

See Also