Create Attachment Views

To create an attachments view:

  1. Click the Views tab.

  2. In the right pane, click the Create View button.

  3. In the Custom Views dialog box, configure View Properties:

  4. In the Processes section, select checkboxes for each of the processes you want to include in the view, and then click the Next button.

  1. In the Assigned Roles section, select checkboxes for each of the roles that will use the view.

  2. In the View Properties section, do the following:

  3. To close the Custom Views dialog box, click the OK button.

 

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