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RamK Sharma (RamKS157)
Morgan Stanley

Morgan Stanley
US
RamKS157 Member since 2018 25 posts
Morgan Stanley
Posted: August 17, 2018
Last activity: August 19, 2018
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Multi Document selection and retrieval

We have requirement where request is generated by selecting multiple documents. Here couple of more points -

1- Selected documents should be displayed once request is opened and user can alter the selected documents.

2- After selecting the documents from drag and drop control a list is generated by control itselt. That list is used to attach with case in next step. That's is ootb behaviour in which pega attaches the documents with case.

But business wants this to be single step process where document drag on control should generate list which should be attached with case without clicking another button for attach functionality. Also the generated list should be customized where particular attached document can be marked for signature by users.

The challenge here is that drag and drop control creates dynamic list on the basis of documents selected. How to customize it in the way where drop of document on that control should attach that document with case also the generated list structure should display document selection column to select it for docusign?

***Edited by Moderator Marissa to update platform capability tags****

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