Adding Attachment Capability to a Task

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About this task

You can add attachment and document handling capabilities to the tasks you create. You can provide users the ability to attach, view, update, and remove documents within a task.

Note: A new attachment panel is added to the selected portlet view or Web application page each time you complete the following procedure.

To add attachment capability

Procedure

  1. In the Solutions view, double-click the task to open it in the task editor.
  2. Click the Overview tab and expand the User Interfaces area if it is not already visible.
  3. Click the default view in the Task Details portlet, or the default view in the Queue New Task Portlet.
    Note: Although the options available on the Task Update wizard enable you to add attachment support to the Start page or portlet, this capability is provided primarily as a testing mechanism. By adding attachment support to the Start page or portlet, you can queue a standalone task in the runtime and specify an attachment at start time, enabling you test attachment behavior and network connections. Unless you want to use this test capability, you would normally not add attachment support to a Start page or portlet.
  4. Click the Update button in the User Interfaces area. The Task UI Update wizard appears with the current properties for the selected element displayed.
  5. Click the Add attachments support to selected task UI page option.
  6. Click Next. The Add Attachment Support panel appears.
  7. If you want to open the view in the view editor after applying the business data changes, select the Open updated page in Editor when finished check box.
  8. Click Finish. An attachments panel is added to the selected view.
  9. The changes to the task are saved automatically.