Adding Attachments

You can attach files to almost any part of the ASM Core application - calls, CMDB records, Knowledge Bank articles, emails and so on.

Before you start

You must have Object Update selected in the relevant security role.

To Add an Attachment

Attachment Formats

You can upload any kind of file attachment to ASM, subject to the size limitations set by your System Administrator.

1. Display the <Entity> Details window if it is not already on screen.

2. Select if necessary to activate the toolbar buttons and explorer options.

3. In the Explorer pane, expand Data, then select Object, or click the paper clip in the tool bar.

   If there is already an object attached to the entity, Data and Object are displayed in blue text, with a small dot beside the paperclip in the tool bar.

1. The Attach Object to <Entity> window appears. From here, you can click Choose Files to add files

To Update file Properties

You can perform the below additional actions by clicking on the arrow next to the file name:

• Add a description

• Assign a security profile. For example, if the attachment is sensitive HR data, such as a payroll form, you can assign an HR security profile to it so that only HR members can see the document.

• You can assign a version number, if versioning is enabled.

• You can set whether or not it should be visible on the portal. If turned off, the attachment will only be available in Nano and Core.

To Delete or Download an Attachment

Click the Eclipses and select Delete from the options.

To Propagate Attachments to Child Tickets

Capability effective as of GAIA (ASM Version 10.4)

When linking Calls, you are able to copy the Attachments from the Parent to the Child Call.

Copy attachments to child calls screenshot