Notes and Attachments
Process allows user to create notes and attach files. This feature is available at "Notes and Attachments" subtab on Process Details page.
"Notes and Attachments" subtab contains a list of notes and attachments, that shows entry type, title, last modification date & time and creator (1). List can be sorted by each column.
Create Note
Click "New Note" button (2) to show a popup containing proper form (5). Populate note title (6, mandatory), type some text in note body (7, optional) and check "Is Private?" checkbox (8) if you want to make note visible only for you:
View Note
Click note title (a link in the list) to show a popup with note info:
Click any "Edit" icon (a pencil image, 9) to switch popup to "Edit" mode.
Also, viewing all notes is available by clicking "View All" button (4). Proper popup with all notes list will appear:
Edit Note
Click "Edit" icon (9) on "View Note" popup (see above) or click an item in entry submenu (10) to show a popup containing proper form (11). Change note fields and save. There are also two other fields are shown for notes: "Created By" (12) and "Modified By" (13) that can be useful.
Delete Note
Click "Delete" item in entry submenu (14). Click "Yes" in the confirmation popup.
Add Attachment
Click "Attach File" button (3) to show a popup containing proper form (15). Select a file or several files (this field supports multiple selection). Click "Remove" button (16) if you need to remove one of files. Click "Attach File" button (17):
Note: if you select file(s) again, all previously selected will be removed.
View Attachment
Click attachment title to show a popup containing proper popup (18). It contains some basic information about the attachment. Click any "Edit" icon (a pencil image, 19) to switch popup to "Edit" mode (see below). Click the Direct Link (20) to display (if supported by browser) or download attached file by a direct link:
Another way to see an attachment is to click "View" item in entry submenu (22):
Attachment will be open in a new page (if the file has type supported by browser to be displayed, like an image) or will be suggested for downloading.
Also, viewing all attachments is available by clicking "View All" button (4). Proper popup will appear. Click to "Attachments" button (24) to see list of attachments:
Edit Attachment
Click any "Edit" (a pencil) icon (19) on "View Attachment" popup (see above) or click an item in entry submenu (21) to show a popup containing proper form (25). Change attachment fields and save.
Delete Attachment
Click "Delete" item in entry submenu (23). Click "Yes" in the confirmation popup.
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