Attaching Files from the Gallery

If enabled for a business process (BP) record, you can also use the Gallery to attach images, audio files, and video files in the Main Form or line items in the Detail Form of a BP record.

Prerequisite

Images, audio files, and video files are available in the Gallery.

Online Mode

To attach images or videos from the Gallery:

1. Navigate to your workspace, and touch a BP tile.
2. Complete any of the following procedures:
   • To create a BP record as outlined in Creating Business Process Records, touch Add ().
   • To edit an existing BP record as outlined in Editing BP Records, touch Accept (for workflow BPs) or Edit (for non-workflow BPs).
3. In the BP record:
   1. Touch Main Form or Detail Form.
   2. If enabled and applicable, navigate to any of the following locations:
      • Select the Attachments () tab, and then touch Add an Attachment.
      • Select the Comments () tab, and then touch Attachments ().
      • Touch the image picker ().
      • Touch Document picker.
4. From the menu, touch Gallery.
5. In the Gallery, touch one or more images and videos.
6. Rename the files to suit your business needs.

   The default file naming convention for image files is: <Img_DateTime>.

   For example, an image taken on October 17, 2023 at 11:05:23 AM is saved as Img_20231017110523AM.

   The default file naming convention for video files is: <Vid_DateTime>.

   For example, a video taken on October 17, 2023 at 11:05:23 AM is saved as Vid_20231017110523AM.

   The default file naming convention for audio files is: <Audio_DateTime>.

   For example, an audio file taken on October 17, 2023 at 11:05:23 AM is saved as Audio_20231017110523AM.

7. Touch Save.

   Note:

   Duplicate file names are not allowed.

Offline Mode

You can attach images, audio files, and video files.