# Attachment categories

## 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](#before-you-start) |
| Open the list | [Find the attachment categories list](#find-the-attachment-categories-list) |
| Read the field and form | [Understand the list and form](#understand-the-list-and-form) |
| Add, review, remove, or export an entry | [Add, review, and remove a category](#add-review-and-remove-a-category) |
| Respond to a different surface | [Handle surface variations](#handle-surface-variations) |
| Resolve a message | [When maintenance does not work](#when-maintenance-does-not-work) |
| Continue with configuration | [What to do next](#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**

1. Open **Attachment categories**.
2. Confirm that **Name** is the list column.
3. Confirm that **New**, **Refresh**, and **Settings** are visible.

**Result:** The Attachment categories list is open with the **Name** column and its rows.

![The Attachment categories list with its Name column, row count, and controls](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5fcc5a6d527b7c15d31efa4e49948bd0.png)

## 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**

1. Select **New**.
2. Enter the category name in **Name**.
3. Select **OK** to commit the form.

**Result:** The new-entry surface is titled `New Attachment categories`. The available success
message is `Data saved Successfully`.

![The new Attachment categories form with the required Name field and OK button](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ce9fa93118267d4e4ae0feddd3c78c5b.png)

### Review a category

**Steps**

1. Select the row's edit control.
2. Review the value in **Name**.

**Result:** The existing category is open for review.

### Change a category

**Steps**

1. Select the row's edit control.
2. Enter the changed value in **Name**.
3. Select **OK** to commit the change.

**Result:** The available update message is `Data updated Successfully`.

### Delete a category

**Steps**

1. Select the row delete control beside the row.
2. 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**

1. 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**

1. 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**

1. 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](doc:configuration-home) when you need another configuration
area.