Configure Work Attachments

To configure work attachments, follow the steps below.

  1. Go to App Builder > Processes.

    The Processes page appears.

  2. Click either Activity Process or Checklist Process as per your requirement.

    The Activity Process or Checklist Process page appears.

  3. Click the process card for which you want to add attachments.
    The work processes in the Activity Process are shown in the above screenshot. If you click on the Checklist Process, the work processes in it will appear.
  4. Click the Manage Attachments card under the Work Process Essentials section.

    The Manage Attachments For <work process name> page appears.

  5. Select the forms from the Available panel and using the buttons move them to Selected panel.
  6. Click Save.