Attaching a Data Monitor, Dashboard, or Query Viewer to a Case

Purpose:

If you previously created Dashboards, Data Monitors, or Query Viewers pertinent to a case, you can establish links to these resources from a case for convenience. These resources are attached as images to the case.

The image file type is jpeg (.jpg).

Assumptions:

The data monitor, dashboard, or query viewer should be available for selection. It is not required that the case exists, you can use this same feature to create a case then attach the desired resource as an image.

To attach a resource as an image:

1. If you are adding to an existing case, right-click that case and lock it. Displaying the case editor is not required. If the case does not yet exist, continue.
2. Launch the data monitor, dashboard, or query viewer you want to add to a case.

3. Right-click on the data monitor, dashboard, or query viewer and choose Export [resource type] as Image to Case. Then continue to select from one of these options:

   Option	Description
   New Case	Provide a name for the image to be attached. In the Case Editor panel for a new case, set case attributes as described in Creating or Editing a Case.
   Case in Editor	Use this option if you have displayed an existing case's Edit panel.
   Other	Displays the case selector popup from which you select the case. Make sure that case is locked.

4. In the popup, provide a name for the image. By default, the prompt uses the resource name but you can change it. Click OK.

Console displays the case editor's Attachments panel that shows the attached image file. This same file is also added as a file resource in /All Files/Attachments/.