Configuring custom application with the attachment library

The following diagram illustrates the process of configuring custom application with the attachment library:

Task 1: To create a process to update attachment permissions based on source ticket permissions

1. Log in to the BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Select Custom Application > Processes.
3. Click + New to create a process for attachment security permissions.
   For example, You can refer case-lib:Case - Case - Call update attachment security permissions process.
4. Click Save.

Task 2: To create a new attachment configuration

1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
2. Select Attachment Service Library > Attachment Configuration.
3. Click + New Configuration.
4. Add values for Application Bundle ID, Record Definition, and Description.
5. Click Save.

The following screenshot displays how to create an attachment configuration:

Task 3: To create parameters in the attachment configuration

1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
2. Select Attachment Service Library > Attachment Configuration.
3. Select the attachment configuration for which you want to create the parameters.
4. Click Edit. 
   The Configuration Edit window opens.
5. Click Create New.

6. Enter the values for Application Bundle Id, Description, Parameter, and Value fields.
   
   Make sure to create a new record for all the eight parameters.
   The following tables lists all the eight parameters:

   Parameter name	Description	Value/ Example
   processNameCaptureAttachmentAccess attachment name	Name of the attachment.	Attachment Name
   processNameCaptureAttachmentAccess operation	Name of the operation.	Operation
   processNameCaptureAttachmentAccess source ticket ID	Ticket ID of the source.	Source Ticket ID
   processNameCaptureAttachmentAccess ticket record name	Name of the record definition of the source.	Source Record Definition Name
   processNameOfParentTicketToUpdatePermissions	Process name that updates permission on attachment.	Fully qualified process name created while updating attachment permissions. For example: case-lib:Case - Case - Call update attachment security permissions
   processNameOfParentTicketToUpdatePermissions Attachment Group ID Variable Name	Attachment group ID	AttachmentGroupId
   processNameOfParentTicketToUpdatePermissions DataSource Variable Name	Attachment metadata source	Source
   processNameOfParentTicketToUpdatePermissions Ticket Variable Name	Ticket ID associated with the attachment	ID

    

7. Click Save.

The following screenshot displays the list of parameters in the attachment configuration:

Task 4: To associate parameters with the attachment configuration

After creating the attachment configuration parameters, associate them with the new attachment configuration.

1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
2. Select Attachment Service library > Attachment Configuration.
3. Select the attachment configuration to which you want to associate the parameters, and click Edit.
4. To associate the parameters with the configured attachment, click Associate.
5. From the parameter list, select all the eight parameters and click Select.
   The parameters appear in the Configuration Edit window in Pending associations.
6. Click Save.

The following screenshot displays how to associate parameters with the attachment configuration:

Where to go from here

Creating-email-rules