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topra Member since 2016 18 posts
PEGA
Posted: 2 years ago
Last activity: 2 years 9 months ago
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Visibility of Attachments via Attachment Categories

Hi,

In our existing environment, we show every attachment to every user those are participating for the case.

Now, our customer is asking for hiding specific documents from some specific groups in organization. We are storing the group information of the user in our OperatorID page, so we can use this value in an easy way.

I thought that I should use attachment categories in order to implement this requirement.

I created one attachment category, and a simple when rule which consists of "allowed group" conditions.

Now the user in a specific group can add document with that document category as the others (who does not belong the user) can not view, edit or delete the document .. but they can see the document in the list even If they cannot do anything else with them.

What I want is not showing them to users.

So the question is,

What is the best practice to implement this? I may be missing a point in Attachment Category configuration...

I can customize the attachment area and do some visibility work on pyWorkAttachmentsFeedElement based on the attachment category but then this will not be good approach as this method is prone for problems for later requirements. (Some other ddepartments may ask similar things as I need to put more and more layout on pyWorkAttachmentsFeedElement section) ...

What do you think? Do we have a standard way to implement this? or should I go for customization like above?

Thank you

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