Edit an attachment 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 in a business process template:
-
Navigate to the Customize workspace.
-
In the Business Processes tab, select the
template in which you want to edit an attachment.
-
In the Attachments subtab, in the
Document Manager Items area,
click the Select button
.
The Select Document dialog
opens.
-
In the Documents area, select the document
that you want to edit.
-
In the Details area,
click the Edit button
.
The Edit Document dialog
opens.
-
In the corresponding tabs and fields, make your desired changes
to the document.
-
Click OK to save your changes to the
attachment.
The Edit Document dialog
closes.
-
Click OK to save your changes to the
business process template.
The Select Document dialog
closes.
You have edited the attachment in the business process template.
The next time that a user runs the business process, the modified version
of the attachment will be included.