Clarity: How can we attach documents to a task?

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Article ID: 51316

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Updated On:

Products

CA Identity Manager CA Identity Governance CA Identity Portal Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

Description:

We would like to have the ability to attach a document to an Investment Task in Clarity. Is this possible?

Solution:

This can be accomplished by creating a user-defined attribute on the Task Object for storing 'attachments'.

  1. Admin Tool -> Studio: Objects -> Task Object

  2. Attributes -> click 'New' button

    Enter an Attribute Name and ID
    Data Type = Attachment
    Click 'Save' button
    Select Attachment Style (Single/Multiple)
    Click 'Submit' button

  3. Views -> Task Properties [Layout:Edit]
    Add the new attribute to the Task General subpage by adding it to the existing 'General' section or create a new section on the page. Save configuration.

  4. Main Application -> Project -> Tasks
    Locate an existing project task or create a new one.
    On the Task Properties (Edit) page, you will now see the new Task Document attribute added to the page.

Keywords: CLARITYKB, projmgr.taskProperties.

Environment

Release: ESPCLA99000-12.1-Clarity-Extended Support Plus
Component: