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Attachment category

An attachment category controls the security of attachments in your application. It restricts user operations on an attachment, based on privileges, when conditions, or attachment types.

Unlike attachment types that define the format of an attachment, attachment categories represent business classifications, such as Expense reports or Human Resource documents. Users select an attachment category each time that they add an attachment to work in your application.

Attachment categories are instances of the Rule-Obj-AttachmentCategory class. You can create them in Case Designer and anywhere the + Create menu is supported.

Access control

You can apply an attachment category to different attachment types in your application. Additionally, you can restrict the following user operations:

Restricted user operations are further refined by the privileges and when conditions that you provide.

Attachment categories also support attachment-level security. This allows users to identify a list of work groups that can access an individual attachment.

Run-time behavior

By default, standard attachment categories, such as the ScannedDocument category, grant full access to their respective attachment types. If you specialize or create an attachment category to restrict access, users experience the following behavior when they work with an attachment:

You can modify the access control settings in an attachment category at any time. Your new settings take effect immediately and are applied to all unresolved work in your application.

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