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BobReawaruw Member since 2018 48 posts
Atos
Posted: 7 months ago
Last activity: 7 months 3 weeks ago
Solved

Update Attachment Category

Issue (v8.3):

Attachments were saved initially with .pyCategory="File". This is the OOTB category.

We would like to change "File" to "Evidence", for the current attachments.

Running a data transform setting the .pyCategory for each page in .pyAttachments or .pyCaseRelatedContent results in good results in the Tracer-tool. However, these changes are not present on the clipboard. Thus, not saved.

Pega Platform Case Management
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Accepted Solution
Posted: 7 months ago

Solution:


  1. Add your custom category to the case type.

  2. Use flow EditAttachment

    OR

  3. Add your custom category to the case type.

  4. Add pyAttachContent to your action set.

  5. Circumstance pyAttachContent -> for where and when you want to set your .pyCategory

  6. Add a post process data transform with the following steps
    1. For Each Page: dragDropFileUpload.pxResults

    2. Set: .pyCategory equal to "YourCustomCategory"
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