Standard page lists for attachments
Valid from Pega Version 7.1.5
The following new standard page lists allow you to easily reference attachments in your designs:
- pyAttachments — Holds a list of attachments of the current case.
- pyAttachmentCategoriesList — Holds a list of attachment categories of the current case. This property can be used to fetch the attachment information by category (pyAttachmentsByCategory).
- pyAttachmentsByCategory — Holds a list of attachments for the category set in the pyAttachmentCategory property in the current case.
When a user or system adds an attachment, the system automatically associates the page lists with the case, and populates them when the properties are referred to.
Creating an attachment category in a case type record automatically creates a property reference. See Redesigned Attachment Categories tab on Case Type record.
In addition, you validate the existence of an attachment by referencing the new function alias pxIsAttachmentOfCategoryInCase in a validate record. For example, you can use the properties and a validate record for building when logic that makes it necessary for a user to attach a document of category "SECCompliance" before the case can enter a stage.
Redesigned Attachment Categories tab
Valid from Pega Version 7.1.5
The Attachment Categories tab on the case type record has been redesigned as follows:
- In the Category field, you can associate case types with a case by selecting one in the application ruleset stack, or create a new one by typing a name in the field.
When you add a category to the list and save the record, the system automatically generates a page list property that that can be used to easily reference attachments by category.
In the example shown below, the page list property AuditComplianceAttachments can be used to access a list of attachments in the Audit Compliance category.
For ease of use during your design session, you can access this functionality using the "Attachments" option on the Case Designer Details tab.
The new function alias pxIsAttachmentOfCategoryInCase checks if an attachment of a particular category is attached to a case.
- Auto-Attach capabilities are deprecated but still supported. The tab displays a read-only list of attachments that were configured with this feature in previous releases.
- To remove this capability, delete the item.
- For new development, use the Attach Content smart shape in your process diagram.
Add a form during runtime
Valid from Pega Version 7.1.5
At runtime, you can specify or create a user form (consisting of a flow action, section, and data properties) when arriving at a new assignment that does not have a defined form. The action area provides you with a Yes, I'll add a form now button.
When you click the button, you can select an existing form or to create a new one.
After you've added the form, the assignment references it and displays it, allowing you to process the work and advance the case. The new flow action is attached to the connector exiting the assignment.