Attach a Record to Another Record

Use the Attachment button to link a record to another record as an additional reference (example: Link a Knowledge Article Record to an Incident Record). Business Object Attachments are linked, and cannot be searched in connection with the Business Object.

To attach a record to another record:

  1. Open a record in the Desktop Client.
  2. Click the Attachment button Attachments Button with Arrow, and then select Objects.

    Link a Business Object Dropdown

  3. Select a Business Object (example: Knowledge Article).
  4. Select the record to link (example: Knowledge Article 10006).
    Search records using the Search Control located below the toolbar of the Selector.
  5. Select OK.

    Business Object Attachment