Srinivas Yelamanchili (yelas1)
Senior System Architect
Pegasystems Inc.
yelas1 Member since 2014 76 posts
Posted: November 4, 2019
Last activity: April 20, 2021
Posted: 4 Nov 2019 12:59 EST
Last activity: 20 Apr 2021 3:57 EDT

Temporary case with attachments

Hi, we are in Pega platform 8.2.2

For a non-temporary case, in the first assignment, the case creator can add attachments and view them in the Case Worker portal 'Recent Content' or in an embedded section in the perform harness.

For example, all attachments added to case "A-1" will have pxLinkedRefFrom = "TF-PROC-BPA-WORK A-1"

For a temporary case, the section 'Recent Content' is hidden, however, using the OTB section AttachmentListView displays several attachments not part of this case.

Here, for a temporary case, the AttachmentsListView will display all attachments where pxLinkedRefFrom = "TF-PROC-BPA-WORK" (there is no case id) and therefore will show attachments that are not really attached to this temporary case.

We have a business requirement, where the case creator should be able to upload attachments to a temporary case in a screenflow. Before the case creator completes the screenflow, he/show will be able to navigate forward/back and review the information along with attachments already entered. Once the screenflow is complete and submitted, the case is persisted.
If the case is set as a temporary case, the attachment list section shows all attachments that are not part of this temporary case, and hence OTB temporary case settings do not work for attachments.

Expected: The temporary case should also allow attachments specific to this temporary case. The attachments should be discarded if the case is not persisted, and the attachments should be persisted when the case is persisted.

What is the workaround to use attachments with a temporary case?



***Moderator Edit-Vidyaranjan: Updated SR details***

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