DOCUMENTATION (v8.x)

Current Documentation (v9.0 or Higher) v6.x-v7.x Documentation

Add Attachment screen

Adds a file attachment to use in activity documentation.

Add Attachment screen — Figure: Add Attachment screen

Prerequisites

Attached files are stored as application resources in the AgilePoint NX workflow database.
AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher.

Good to Know

App designers can attach files to activity documentation in Process Builder. They can also download the attached files in Process Builder.
Runtime app users can download an attached file if it is configured to show in Work Center and Manage Center at runtime. If an attached file is not configured to show at runtime, it is only used at design time.

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
On the Process Builder screen, on any activity, click Activity Settings > Activity Documentation.
On the Activity Documentation screen, click the Attachments tab.
On the Attachments tab, click Add Attachment.

Fields

Field Name	Definition
Display Name	Function: Specifies the name that shows for the attached file for the activity documentation. Accepted Values: One line of text (a string) that can have letters, numbers, spaces, and special characters. Default Value: None
Choose File	Function: Specifies the file to add as an attachment for the activity documentation. Accepted Values: A file from the list. This field shows a list of files added on the Import Application Resources screen. Default Value: None
Add New Attachment	Opens this Screen: Import Application Resources screen Function: Uploads a file from your local machine, and adds it as the application resources in App Builder.