Working with comments and attachments

User |

Processes tile > select process > select step tab > select entity > (Workflow) right click task form > Run on web > select editable cell > Edit comments

Inserting comments

1. Click . A new row will appear in the list of comments.
2. Enter the desired comment text in Comment.
3. Enter the comment’s author in User.
4. Enter the date on which the comment was inserted in Date.
5. (Optional) Insert a document (see Attaching documents to comments).
6. Click Save.

For more details on inserting comments, see Data entry in cells.

Attaching documents to comments

1. In the list of comments, select the comment to which a document is to be attached.
2. Click Insert Attachment and, in the window, click Choose file to select the desired document from the file system, then insert a description of the attachment to be shown in navigation.
3. Click OK. The File and Description fields automatically show the file name and description.
4. Click Save.

Download and open an attachment

This procedure allows you to download all comments and attachments to a matrix from the web interface. The function is only accessible to users for whom function 0004152 is enabled.

1. In the work desktop, click to the right of the desired cell: a window will open showing a list of attachments present on the cell.
2. Click the desired attachment to download it and then open it.

View comments and attachments

This procedure is only possible if the Display data entry comments in reports navigation option is enabled in the Comments section of the Settings window (see Settings window).

1. Open the web form in Navigation mode.
2. To view comments and attachments, position the cursor over the cell that contains them.