Difference between revisions of "Attachment Action Item"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/attachment-action/ Hornbill Document Library]. | ||
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| + | [[file:hornbill-document-library.png|Attachment Action|link=https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/attachment-action/]] | ||
| + | <!-- | ||
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > Attachment Action item | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > Attachment Action item | ||
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== Related Articles == | == Related Articles == | ||
| − | + | :* [[Service_Manager_Business_Process_Workflow#Access_Control|Access Control]] | |
|} | |} | ||
| − | |||
[[File:request_atach_Action_item.png|right|400px]] | [[File:request_atach_Action_item.png|right|400px]] | ||
=== Adding Attachments === | === Adding Attachments === | ||
| − | One or multiple attachments can be added to a request through either dragging and dropping the files into the '''file''' box, or using the '''Select Files''' option to browse to find and then select the files you wish to attach | + | One or multiple attachments can be added to a request through either dragging and dropping the files into the '''file''' box, or using the '''Select Files''' option to browse to find and then select the files you wish to attach. |
| − | === Comments and | + | === Comments and Descriptions === |
[[File:attach_description_action_item.png|right|400px]] | [[File:attach_description_action_item.png|right|400px]] | ||
| − | Once your files have been added to the attach action, you can provide | + | Once your files have been added to the attach action, you can provide an optional '''Comment''' which will be visible on the timeline of the request, which can be used to help explain why the attachments have been added. |
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| + | You also have the option to add a short '''Description''' to each of the files you are adding which may help explain what they are, or their purpose. This description will be visible against each attachment in the Attachment section of the request, which will be visible to both the analysts and customers depending on the visibility level applied when uploading the files. | ||
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| + | === Visibility and Uploading === | ||
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| + | Once you selected your files and added any supporting comments and descriptions, you can choose the visibility level of the attachments. If this is left as the default '''Customer''', this will allow the customer to view the attachments to the request via their customer or Service portal. If the setting is changed to say team, or owner then the customer will not see these attachments when viewing the request via the Customer or Service portals. | ||
| − | + | * Clicking the '''Upload''' button will add the files to the request. They can then be viewed in a new '''Attachments''' collapsible section, under the request details which will become visible once the first attachment is added to a request. | |
=== System Settings === | === System Settings === | ||
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* '''communications.maxfileUploadSize''' - Sets the maximum size (in bytes) of a file upload | * '''communications.maxfileUploadSize''' - Sets the maximum size (in bytes) of a file upload | ||
- 1000000 (default) | - 1000000 (default) | ||
| − | * '''security.fileUploadRestriction.webdav.types''' - This is a semicolon(;) separated list of the restricted file extensions (without the dots(.)) for file upload | + | * '''security.fileUploadRestriction.webdav.types''' - This is a semicolon(;) separated list of the restricted file extensions (without the dots(.)) for file upload. |
- exe;bat;cmd;js;vbs (default) | - exe;bat;cmd;js;vbs (default) | ||
| + | --> | ||
| + | [[Category:HDOC]] | ||
Latest revision as of 18:07, 10 April 2024
This document can now be found at its new location in the Hornbill Document Library.
