Attaching Files from the Camera

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

Online Mode

To record a video, or attach images and videos using the camera:

1. Navigate to your workspace and tap a BP tile.
2. Complete any of the following procedures:
   • To create a BP record as outlined in Creating Business Process Records, tap Add ().
   • To edit an existing BP record as outlined in Editing BP Records, tap Accept (for workflow BPs) or Edit (for non-workflow BPs).
3. In the BP record:
   1. Tap the Main Form or Detail Form.
   2. If enabled and applicable, navigate to any of the following locations:
      • Select the Attachments () tab, and then tap Add an Attachment.
      • Select the Comments () tab, and then tap Attachments ()
      • Tap the image picker ().
      • Tap the document picker.
4. Tap Camera ().
5. Follow the prompts to either record a video or capture an image.

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

   For example, the file name of 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, the file name of an video taken on October 17, 2023 at 11:05:23 AM is saved as Vid_20231017110523AM.

6. To attach the image or video, tap Use Photo.
7. Rename the file to suit your business needs.
8. Tap Save.

   Note:

   • You can delete an image only if you have not sent the image.
   • You can update a previously uploaded image with a new updated image.
   • Duplicate file names are not allowed.

Offline Mode

You can attach images and video files.