How Attachment Entities and Attachment Categories Work Together

The association between attachment entities and categories determines the use of categories for an entity. For example, categories associated with the expense report attachment entity are available in the attachment UIs for expense reports.

You can configure the associations when managing either entities or categories. Between the Manage Attachment Entities and Manage Attachment Categories pages, any change in association on one page automatically reflects on the other page.

Managing Entities

In the Setup and Maintenance work area, go to the Manage Attachment Entities task. Determine the attachment categories that are relevant to a particular entity and assign it to those categories. Each entity must have at least one category. For a particular expense report page with attachments functionality, you can specify which category to use for the attachment. Accordingly, the data security defined for each category is applied to the attachments on that page if security is enabled.

Managing Categories

In the Setup and Maintenance work area, go to the Manage Attachment Categories task. If a category must be associated with multiple attachment entities, you can complete that association using this task. The association you define here reflects on the Manage Attachment Entities page for the respective entities.