Configuring external storage options for attachments
Use external storage to attach content to a case or Pulse conversation.
- In the header of Dev Studio, click the name of the application, and then click Definition.
- On the Application form, click the Integration & security tab.
- In the Content sourcing section, configure one or more external
storage systems.
- To use external content for case attachments only:
- Select Source from CMIS systems.
- Optional: To change the label that users see when they add an attachment from this system, enter a description in the Label for this content source field.
- To use external content for case or Pulse attachments from a web service provider:
- Select Source from web storage providers.
- In the Provider list, select an installed web storage provider for which you have an account and a content location.
- In the Authentication profile field, press the Down Arrow key and then select an authentication profile of type OAuth 2.0.
- Optional: To change the label that users see when they add an attachment from this web storage provider, enter a description in the Label field.
- Optional: To use content from more than one web storage provider, click Add and repeat these steps to configure another provider.
- To use external content for case or Pulse attachments from a repository:
- Select Source from repositories.
- In the Repository list, select a repository for which you have an account and a contents location.
- Click Browse.
- Select the folder from which to source attachments.
- Click Select.
- Optional: To change the label that users see when they add an attachment from this web storage provider, enter a description in the Label field.
- Optional: To use content from more than one folder or web storage provider, click Add.
- To use external content for case attachments only:
- Click Save.
- Adding a case or Pulse attachment from external content locations
When you work on a case, you can add content from external content locations to a case. You can source content from CMIS systems, web storage, or file storage repositories.
- Adding a case attachment from a CMIS system
When you work on a case, you can add content from a CMIS system to the case in the Attachments section.
- Managing a case attachment stored in a CMIS system
Manage versions of a case attachment that is stored in a CMIS system at run time..
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