You can add an attachment category to a case type to define a business classification of attachments. By using attachment categories, you help users provide relevant attachments to a case.
In the explorer panel of Designer Studio, click Cases and then click the name of a case type.
On the Settings tab, click Attachment categories.
Click + Add attachment category.
In the Category name field, enter a unique new name.
Alternatively, press the Down Arrow key and select the name of an existing attachment category.
Note: Attachment category names are displayed as read-only when they are configured with the deprecated Auto-Attach capability. You can delete these from the list and use the Attach Content Smart Shape instead.
Optional: Select the Required for resolution check box to require at least one attachment of this category when a user submits a case.
Tip: Ensure that case workers who resolve cases are granted a privilege with create permissions for this attachment category.
Optional: Click Rename to change the name of the page list property that stores attachments of this category.
You can reference this transient property on the pyWorkPage clipboard page to retrieve information about the current attachments in a category.
Click OK.
Click Save to create an attachment category rule in the class of your case type.
By default, your attachment category has no security settings and applies to the file attachment type only. You can update these settings on the Attachment Category form.
Tip: Use the pxIsAttachmentOfCategoryInCase function alias to test whether a case has at least one attachment in this category.