This documentation supports the 22.1 version of BMC Helix Digital Workplace Basic and BMC Helix Digital Workplace Advanced. Icons distinguish capabilities available only for the Advanced and External license levels. For more information, see License-types-and-features.

Updating the attachment settings for service requests


End users can attach files to service request questions that allow attachments and to the Comments section of the service request. As a BMC Helix Digital Workplace administrator, you can configure the maximum number of attachments, total file size, and allowed or restricted file types. 

Attachments settings

The following settings are available for attachments:

Maximum number of attachments for comments

You cannot configure this setting. By default, the following number of attachments is supported: 

  • For comments to BMC Helix Digital Workplace Catalog native services —two inline images and one attachment because rich text formatting is always supported for comments. 

  • For comments to services imported from BMC Service Request Management—one attachment because rich text formatting is not supported for comments. 


Maximum number of attachments for answers to service request questions

(Version 22.1.04 and later) You can configure the global setting for maximum number of attachments, which applies to all answers to all service questionnaires in your system or to a specific question, overriding the global setting. You can change the settings only for the BMC Helix Digital Workplace Catalog native services, which includes BMC Helix Business Workflows  services. 

By default, end users can add a maximum of three attachments to the answers to all service questionnaires. 

Scenario of configuring global and question-specific number of attachments

Apex Limited has several services created in BMC Helix Digital Workplace Catalog for different lines of business. Most of these services have questions that need up to five attachments. Allen, the BMC Helix Digital Workplace administrator wants end users to be able to add a maximum of five attachments to these services. He increases the default number of three attachments to five attachments globally for all BMC Helix Digital Workplace Catalog native services.

Out of these services, there are two services that require a maximum of 10 attachments. Hannah, the BMC Helix Digital Workplace Catalog administrator increases the question-level maximum attachments to 10 so that it overrides the global setting of five. 


Maximum file size

You can set the maximum permitted file size for all attachments that end users add with comments and service request questions. 

  • Default value—5 MB

Allowed and restricted file types

The following file types are restricted by default:

.ade, .adp, .app, .application, .asp,
.bas, .bat, .cer,
.cgi, .chm, .cmd, .com, .cpl, .crt, .csh, .csr,
.dev, .dll, .drv,
.exe,
.fxp,
.gadget, .go,
.hlp, .hta, .htaccess, .htm, .html, .htpasswd,
.inf, .ins,
.isp, .jar, .js, .jse, .jsp,
.ksh,
.mdb, .mde, .mdt, .mdw, .msc, .msh1, .msh1xml, .msh2, .msh2xml, .mshxml, .msi, .msp, .mst,
.nk,  
.ocx, .ops,
.pcd, .pcx, .php, .php2, .php3, .php4, .php5, .phps, .pht, .phtm, .phtml, .pif,
.pl, .prg, .ps1, .ps, .1xml, .ps2, .ps2xml, .psc1, .psc2, .py, .pyc,
.rar, .rb, .reg,
.scf, .scr, .sct, .sh, .shb, .shs, .shtml, .svg, .swf, .sys,
.tcl, .torrent,
.url, .vb, .vbe, .vbs, .vbscript, .vbx, .vxd,
.xhtm, .xhtml, .xml,
.wmf, .ws, .wsc, .wsf, .wsh, .wss,
.zip

The following file types are allowed by default:

.ai, .avi,
.bmp,
.csv,
.doc, .docx,
.gif,
.jpg, .jpeg,
.mp4,  .msg,
.pdf,  .ppt, .pptx, .psd, .png,
.rar,
.tif, .tiff, .txt,
.vsd, .vsdx,
.wmv,  
.xls, .xlsx,  
.zip


Before you begin

Make sure you complete the following actions before you change the attachment settings: 

Action

Description

Set the attachment limit in Action Request System

  • The maximum attachment size limit set in Action Request System overrides the configuration in BMC Helix Digital Workplace.
    To learn how to set the limit inAction Request System, see the Max Attach Size parameter in Setting administrative options

If you want to modify the number of maximum attachments for service requests


(Optional) To use the default attachment settings

If you are new to the attachment settings, you can start with the default attachment rules. 

  1. In the BMC Helix Digital Workplace Administration console, navigate to the Configuration tab.
  2. In the left pane, click Attachments and Links.
  3. Click Save.


Important

If BMC Helix Digital Workplace Catalog is unavailable, custom attachment settings are saved only for BMC Helix Digital Workplace.


To update the attachment settings

The modified attachments settings apply globally for all services. The settings for maximum number of attachments can be modified for  BMC Helix Digital Workplace Catalog native services and BMC Helix Business Workflows only. 

  1. In the BMC Helix Digital Workplace Administration console, navigate to the Configuration tab.
  2. In the left pane, click Attachments and Links.

    Attachment global settings.png


  3. On the Attachments tab, modify the settings as specified in the following table:

    Setting

    Description

    File type rules

    • No restrictions—Select if you want end users to be able to upload all attachment file types.
    • Blocked list—Select to specify the list of unsupported file types. 
    • Allowed list—Select to specify the list of supported file types. 
      If you select this option, the corresponding text field that lists the allowed attachment types cannot be empty. 

    File upload size (per attachment)

    • Default value—5 MB
    • Valid value—up to 2097 MB

    Warning

    BMC recommends administrators use optimal attachment sizes for best system performance and to reduce overhead on the database storage. Configuring attachment size over 25 MB could lead to significant performance degradation.

    If you are a SaaS customer, refer to the attachment policy in Integrations in the BMC Helix Subscriber documentation. 

    (Version 22.1.04 and later) Default limit for attachment-type questions

    • Default value—3
    • Valid values—1 to 20

    Warning

    If you decrease the number to less than three attachments, the additional attachments might get deleted when end users reopen or request the existing service requests again. 

  4. Click Save.


Result

The following image shows how end users can add the configured number of attachments to a service:

Result_10 attachments added.png



Troubleshooting

The following table describes the common errors and steps to overcome them:

Error

Steps to overcome

(Version 22.1.04 and later) End users are unable to attach more than the default number of attachments to answers of attachment-type questions

  • Make sure that the service is a BMC Helix Digital Workplace Catalog native service.
  • Make sure that the fulfillments do not restrict the maximum number of attachments. 
  • Make sure that the total file size limit does not supersede the maximum number of attachments setting. 

(Version 22.1.04 and later) End users are unable to attach more than the maximum number of files for attachment-type questions.

 

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