NexJ Logo

Editing attachments for steps

Edit an attachment for a step in a business process template when you want to make changes to the details of the attached document.

Before starting this task, ensure that you have deactivated the business process template. You cannot modify active templates.

To edit an attachment for a step:

  1. Navigate to the Customize workspace.
  2. In the Business Processes tab, select the template in which you want to edit an attachment.
  3. In the Steps subtab, click the Edit button .
    The Edit Business Process Steps dialog opens.
  4. Select the step in which you want to edit an attachment, then click the Edit button .
    The Edit Business Process Step dialog opens.
  5. Click the Attachments subtab.
    The Document Manager Items and Attachments areas are displayed.
  6. In the Document Manager Items area, click the Action button for the attachment that you want to edit, then choose Select.
    The Select Document dialog opens.
  7. In the Documents area, select the document that you want to edit.
  8. In the Details area, click the Edit button .
    The Edit Document dialog opens.
  9. In the corresponding tabs and fields, make your desired changes to the document.
  10. Click OK to save your changes to the attachment.
    The Edit Document dialog closes.
  11. Click OK to save your changes to the step.
    The Edit Business Process Step dialog closes.
  12. Click OK to save your changes to the business process template.
    The Select Document dialog closes.

You have edited the attachment for the step in the business process template. The next time that a user runs and submits the business process, the modified version of the attachment will be included when the step is assigned.

Activating business process templates