Organizing and managing access to case attachments

Cases may require that users upload documents required to process and resolve the case. To organize attachments, developers can create attachment categories to differentiate different attachments added to a case. Attachment categories incorporate a security component so that developers can manage access to attachments at the category level.

Mittel

Security

Englisch

Nach Abschluss dieses Moduls können Sie Folgendes:

Identify the role of attachment categories

Explain how attachment categories can be used to manage access to case attachments

Create an attachment category

Configure access control for attachment categories

Restrict actions on an attachment field

In der folgenden Mission verfügbar:

Senior System Architect v2

Themen

Attachment categories

10 Min.

Categorizing case attachments

5 Min.

Restricting user actions for case attachments

5 Min.

Securing an attachment field

5 Min.

Modulquiz

5 Min.