Attachment categories
An attachment category is a named entry in the Attachment categories list. Use Attachment categories to maintain these entries under Attachment.
| If you need to… | Go to… |
|---|---|
| Check the access and setup conditions | Before you start |
| Open the list | Find the attachment categories list |
| Read the field and form | Understand the list and form |
| Add, review, remove, or export an entry | Add, review, and remove a category |
| Respond to a different surface | Handle surface variations |
| Resolve a message | When maintenance does not work |
| Continue with configuration | What to do next |
Before you start
Open Attachment categories from the configuration area. The attachment subscription condition determines whether the list or the upgrade surface appears.
Prerequisites
- Sign in to PAMS.
- Use a subscription that includes attachments.
- Have permission for the action you want to use.
- Have the category name you want to enter or change.
The columns and available actions can vary with your configuration. Work from the controls and columns visible on your screen.
Find the attachment categories list
Open the list before choosing a category-maintenance action.
Prerequisites
- You are signed in.
Steps
- Open Attachment categories.
- Confirm that Name is the list column.
- Confirm that New, Refresh, and Settings are visible.
Result: The Attachment categories list is open with the Name column and its rows.
Understand the list and form
The category form uses Name for the entry name. The new-entry form shows Name as a text box with a required marker and uses OK as its commit button.
| Field or surface | What you see | Use |
|---|---|---|
| Name | Required text box | Enter the category name. |
| OK | Form button | Commit the new-entry form. |
| Column headers | No header row | Use the visible Name column and row controls. |
Add, review, and remove a category
Use the branch that matches the maintenance action you need.
Prerequisites
- The Attachment categories list is open.
- You have permission for the action you intend to use.
- You have the category name to enter or change.
Create a category
Steps
- Select New.
- Enter the category name in Name.
- Select OK to commit the form.
Result: The new-entry surface is titled New Attachment categories. The available success
message is Data saved Successfully.
Review a category
Steps
- Select the row's edit control.
- Review the value in Name.
Result: The existing category is open for review.
Change a category
Steps
- Select the row's edit control.
- Enter the changed value in Name.
- Select OK to commit the change.
Result: The available update message is Data updated Successfully.
Delete a category
Steps
-
Select the row delete control beside the row.
-
Choose the action that matches your decision.
If you need to… Select… Keep the row Cancel Confirm removal Delete
Result: The row remains when you select Cancel. A successful removal uses
Data Deleted Successfully.
Export the list
Steps
- Select Export.
Result: The export choices open.
Handle surface variations
The list and its available actions depend on subscription and permission settings.
Prerequisites
- The configuration area is open.
Steps
- Choose the visible surface that matches your setup.
| If you see… | Do this |
|---|---|
| The configuration grid | Continue with the list action you need. |
| The subscription-upgrade surface | Use a subscription that includes attachments. |
| New | Open the new-entry form. |
| The row's edit control | Open that row for review or change. |
| The row delete control | Open the row's delete menu. |
| Refresh and Settings | Use the controls currently visible on the list. |
Result: The surface matching your subscription, permissions, and visible list controls is open for the next action.
When maintenance does not work
Use the message text to choose the next action.
Prerequisites
- A maintenance message is displayed.
Steps
- Follow the instruction in the displayed message.
| Message | What to do |
|---|---|
Are you sure you want to delete this item? | Select Cancel to keep the row, or Delete to confirm removal. |
Related to Saved data, Can't be deleted | Follow the displayed message. |
Failed to Delete | Follow the displayed message. |
Must have at least one item | Follow the displayed message. |
Forbidden characters detected. Please remove them and try again. | Follow the displayed message. |
| A message after saving | Follow the displayed message. |
Result: You have the action indicated by the message and can continue with the applicable maintenance branch.
What to do next
After reviewing or maintaining a category, remain on the Attachment categories list to review the rows currently shown.
Continue with Configuration home when you need another configuration area.
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