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How do I attach an item to a change?

When creating a list item in EPM Live, an item can be attached. An attachment is a file that you attach to an item. An attachment is just that- it is attached to a list item. When attachment are enabled in a list, then whoever has access to view the list item, can then view the attachment.

The icon for an attachment is a paper clip, and that’s just what is done when using it: paper-clipping another document to an item you’ve got in a list. Whereas, uploading just means moving a file from the computer you are working on up to the web. Once a list item has been added in EPM Live, items can be attached to the list item and easily viewed. This article covers attaching a document to a Change item in the Changes List.

1. Navigate to the Changes List

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  1. Click the Navigation button on the Icon Bar.
  2. Select the Changes link on the Navigation Menu.

2. View the Item

  • Select the desired Change item and from the ellipsis menu, click the Edit Item option.

3. Click Attach File

  • Click the Attach File button.

4. Click Browse to Locate the File

  • Click the Browse button.

5. Click Open

  1. Select the file to be attached.
  2. Click Open.

6. Click OK

  • Click OK.

7. Click Save

  1. View the attachment.
  2. Click Save.

Note: When Build Team and Build Team Security are both enabled, only those resources who have been added to the item groups will have access to view and/or edit that item.

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