Attach files to requests
Attach files to include documents with information on the Dimensions CM request. You can save request attachments to your local work area.
Attach files to a request
You can attach one or more files to a Dimensions CM request.
PRIVILEGES: Update Request Attachments.
To attach one or more files to a request:
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In the web client, open the Requests view.
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Display a list of requests by expanding the appropriate node in the navigation pane, for example, Catalog or Inbox.
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Select a request in the content pane, and click Open on the toolbar. Or click the request's name. The Open Request dialog box opens.
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In File Attachments, in the Filename field, enter the file path. Or browse to select a file.
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(Optional) For Description, enter a description for the attachment. By default, Dimensions CM adds the following description:
Attachment created <date> by <user ID>
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To add another attachment, click Insert Row and repeat earlier steps.
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To save the changes, click Save.
To save the changes and action the request to its next normal state, click Save & Action.
View and save request attachments
You can view the contents of request attachments and save copies to your local work area.
PRIVILEGES: Browse Request.
To view and save request attachments:
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In the web client, open the Requests view.
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Display a list of requests by expanding the appropriate node in the navigation pane, for example, Catalog or Inbox.
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Select a request in the content pane, and click Open on the toolbar. Or click the request's name. The Open Request dialog box opens.
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In File Attachments, in the Filename field, click an attachment.
The file opens in the default product for the file type.
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To save the file, use the product's commands.
See also: