Fabio Aulico (Faulico)
Knowledge Expert
Consulting Director
Knowledge Expert
Faulico Member since 2018 8 posts
Knowledge Expert
Posted: October 15, 2019
Last activity: May 19, 2021
Posted: 15 Oct 2019 6:53 EDT
Last activity: 19 May 2021 6:12 EDT

Modify Word document attached in a case in Pega 8.3

Hello Support,

I have the following requirement:

At the creation of a case, I have to attach an external document (word) into the Work Object, and allow the User to modify directly this document in Pega without downloading it. I did manage to save the document into Pega as attachment by using a Java Object property and the "AttachToWork" activity. But now I am trying to edit this document directly in Pega and I can't figure it out how (I did an extensive research in Pega Community). I did use the "EditAttachment" local action but when I click on the attachment I want to edit it simply does not do anything: the "Show-HTML" method inside the activity does not seem to work. I have read that this functionality might be related to Silverlight, which is about to be decommissioned. Also the "Snowbound viewer" does not allow editing of a document but only viewing it.

Do you know any way we can directly modify a word document in Pega 8.3? It's an extremely important requirement from the customer side and it does seem quite strange that such a basic functionality is not achievable easily with Pega.

Thanks for your help!


***Edited by Moderator Marissa to update Product details***

***Edited by Moderator: Pooja Gadige to add platform capability tag***
Pega Platform 8.3 Enterprise Application Development Dev/Designer Studio Case Management