Configuring where attachment content is displayed

By default, attachment content is displayed in the Viewer widget that is on the same page as the Attachments widget. Optionally, you can configure the Attachments widget to display content in a separate browser window.

About this task

Attachment content is displayed when the Attachments widget loads and when users double-click attachments or click View from the pop-up menu.

Restriction: The Attachments widget does not support the following MIME types that are specific to Workplace and Workplace XT. Because the widget does not display these document classes correctly, users might encounter errors when they open the documents of these types. To avoid these errors, store files with the following MIME types in folders that users cannot browse to or that they cannot search for:
Entry template MIME types
application/x-filenet-customobjectentrytemplate
application/x-filenet-declarerecordentrytemplate
application/x-filenet-documententrytemplate
application/x-filenet-entrytemplate
application/x-filenet-folderentrytemplate
IBM® Enterprise Records record MIME types
application/x-filenet-rm-electronicrecord
application/x-filenet-rm-emailrecord
application/x-filenet-rm-physicalrecord
Search template MIME types
application/x-filenet-search
application/x-filenet-searchtemplate
Workflow-related file MIME types
application/x-filenet-scenariodefinition
application/x-filenet-workflowdefinition
application/x-filenet-xpdlworkflowdefinition

Procedure

To configure the Attachments widget:

  1. Click the Edit Settings icon.
  2. Set and save the configuration options:
    Option Description
    Open documents in a separate browser window Displays the content of the attachment in a separate browser window.
    Important: If a page does not contain the Viewer widget, you must enable this option so that users can open documents from the Attachment widget.
    Only show document classes that are defined in the solution Limits the list of document classes that are displayed when the user adds a document from a local computer as an attachment. When this option is selected, only the document classes that are defined in the solution are displayed. If this option is not selected, users can select from all the document classes in the current object store.
    Open a document when the Work Details page is opened Automatically displays the first or only document in the specified attachment set when the Work Details page or Add Activity page opens. The document is displayed in the Viewer widget.
    Important: Be sure to enter a valid, case-sensitive attachment set name in the Default attachment to display field. If you leave this field blank, provide an invalid attachment set name, or the specified attachment set name doesn't exist for the current work item, the Viewer widget isn't loaded.

    The attachment set name is configured in the Case Builder in the Manage Attachments section in the Step Designer. The attachment set name and the actual attachments are configured in Process Designer on the workflow attachment property.

    Recommendation: Because this widget must work for all case types in this solution, select an attachment set that exists in most, if not all, steps.
    Restriction: The Viewer widget does not display form content.