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Planview Customer Success Center

Can I modify a request and attach a file at the same time?

Question:
Edit a request and update some fields (Short description, Request priority, Date required, Status and Subcategory)

Then attach a document using « Attachment » button, there is a warning message asking me :
- If I want to continue but I will lose my changes
OR
- If I want to cancel my attachment and keep my changes

There is no proposition to keep changes and attachment.

Would it be possible to apply changes when a file is attached ?


Answer:
The attachment is always added.

When the request is modified, and then a user wants to attach the file, the message (s)he obtains means:
- click on "OK" will attach the file but removes the changes made on the request
- click on "CANCEL" will attach the file, keep the changes but the attached file is not visible at this moment; it will be after validating the changes (clicking on "save" or "apply") or cancelling them.