Attach a Record to Another Record

Use the Attachment button to link a record to another record as an additional reference. For 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. In the CSM Desktop Client, open a record.
  2. Select AttachmentAttachments Button with Arrow, and then select Objects.
  3. Select a Business Object (example: Knowledge Article) and then select the record to link (example: Knowledge Article 10006).
    You can search records using the Search Control located below the toolbar of the Selector.
  4. Select OK.