Responsibility: Process Engineer
Navigation: process routings
1.1) Routing header is
focused

1.2), Routing step has
focus

2, Develop attachment functionality for both routing
header and steps
Responsibility: Application Developer
Path: Attachments => Document Entities
2.1, create two document entities, one for Routing Header
another for Routing steps


Note: these
two entities should already exist in your system, if not create them manually.
2.2, setup attachment functionality
Path: Attachments => Attachment Functions

Click on button “Categories”, for simplity I use Miscellaneous
as category:

2.2.1, setup Routing header attachment function
Click on button “Blocks”, input as following

click on button “Entities”, input as following

click save.
2.2.2, setup Routing step attachment function
Add a new block for routing step as following

click on button “Entities”, input as following

3, test attachment function
Responsibility: Process Engineer
Navigation: process routings

Add an attachment and save, for simplity I use “short
text” data type here


Focus on the step region, and click attachment icon

Add an attachment and save, still I use “short text” data
type


Now click on the routing header region, the attachment
icon changes, which means there is an attachment.

Click on routing step region, same as above

Click on another record, no icon change, which means no
attachment for current record,

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