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:
- In the CSM Desktop Client, open a record.
- Select Attachment, and then select Objects.
- 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.
- Select OK.