You can attach process documents to your activity in the activity execution view of the Workflow Execution Perspective. Note that this functionality is only available in case the active process has enabled process attachments. Please refer to the section Process Attachments in the chapter Working with Process Definitions of the Infinity Process Platform Documentation - Modeling Guide Process Attachments in the chapter Working with Process Definitions of the Modeling Guide for information on how to enable process attachments.
To upload, create or display process documents, click the Process Documents icon in the toolbar.
In case Process Documents exist, the icon is displayed as .
A drop-down panel opens, providing a menu with the following sections, which are separated via a horizontal separator:
Figure: Document menu sections
Existing documents comprise process attachments and typed documents, displayed in a flat list.
Select Upload Document to open the File Upload dialog, where you can choose a file to upload.
Figure: Upload a Document.
Please refer to section Uploading Documents of chapter Document Operations for detailed information about this dialog.
Select Create New File to open a document view, where you can enter content for the new file.
Figure: Create a new Document.
Please refer to section Creating new Files of chapter Document Operations for a detailed description of creating new documents.
Specific documents that have no document uploaded to the process, are displayed with icon . In that case, clicking the document opens the File Upload dialog. For details on specific documents, refer to section Viewing and Managing Process Documents of chapter Process Documents.
Figure: Uploading a Specific Document
Existing documents are displayed in the document pop-up panel. To edit or view a listed document, click on its entry to open the according document view.
Figure: Edit a Document.
Please refer to the chapter Viewing and Editing Documents for detailed information on the document view.
To detach an attached document from a process instance, click the Detach Document icon on the right side of the document.
Figure: Detaching a Document.
A dialog opens to confirm the detachment of the document resource from the process instance. Click Yes to confirm or No to cancel the operation.
Figure: Confirmation Dialog
This operation removes the reference to the Process Instance but it does not delete the document from the document repository.