Attaching Files to a Case

This topic describes the procedure to attach files to a case.

You can attach various file formats to case models, case instances, and the related case activities displayed in the Process Platform Inbox. While modeling the cases, you can define the types of documents that can be attached to a case instance or an activity and set the access permissions on the attachment. Based on these attachment definitions and permissions, you can view or manipulate the attachments of case instances or activities. For example, if you provide only read access to an attachment at the activity level, user can only view the contents in the attachment but cannot update or delete the contents in that attachment. Users can upload only those file formats that are defined in the attachment definition of an activity.

1. On CUSP > My Applications, click (My Inbox). The My Inbox window appears.
2. Click the Case(s) tab in the left pane of My Inbox. All the case models are displayed below.
3. Click the required <case model>. All the case instances to which the user is associated are displayed in the right pane.
4. You can attach a file to a case instance or case activity as mentioned below:
   1. To attach a file to a case instance, do any of the following:
      • Select the required case instance and click on the Inbox task toolbar.
      • Alternatively, you can do the following:
        • Double-click the required case instance. The Case Instance Overview window appears.
        • Click the Attachments tab. All the attachments that are already attached to that case model are displayed.
        • Click on the toolbar.
          The files attached to a case instance are displayed across all the case activities related to that instance.
   2. To attach a file to the case activity, click the required case instance to view all the released activities related to it and do any of the following:
      • Select the required activity from the Related Activities pane that appears and click on the Inbox task toolbar.
      • Alternatively, you can do the following:
        1. Double-click the required case activity in the Related Activities pane. The Case Activity Overview window appears.
        2. Click the Attachments tab. If there are any attachments that are already attached to the case model, they are displayed here too.
        3. Click on the toolbar.
           The Add Attachment dialog box is displayed.

           Note:
           Based on the access permissions set on the attachment while modeling the case, the user can view or update the files that are displayed. For instance, if the attachment has only Read permission, the user can only view the existing files but cannot attach any new file to the activity. If the attachment has both Read and Write permissions, the user can attach a new file as well as modify the existing file and reload it. If the attachment has Read, Write, and Delete permissions, the user can delete the file as well.

5. Select the Attachment Type from the drop-down list in the Add Attachment dialog box. This Attachment Type is defined while modeling the case.
6. Click next to the Document field and select the type of document to attach to this activity.
7. Provide a meaningful description to the attachment in the Description field.
8. Click OK to close the dialog box. The attachments are displayed in the Case Attachments section.
   The attachment is added to the case activity.
   

   Tip: To view the files attached to an activity, select the required activity and click on the Inbox task toolbar. All the attachments related to the activity are displayed.