Question
Phalanx Consultancy Limited
GB
Last activity: 20 Feb 2017 9:28 EST
Propagate parent attachment links to child
I have a requirement that every attachment that the parent case has should be propagated to the child objects when they are created. I tried using data propagation of pyAttchment property but it didnt work. I believe I need to create new link objects in the child case and link to point to the same atatchment that the parent it pointing to. Can someone kindly guide how to achieve this?
***Updated by Moderator: Lochan. Removed user added helpme tag. Apologies for confusion, shouldn't have been an end-user option; updated Categories***
Updated: 12 Sep 2016 21:52 EDT
Pegasystems Inc.
US
Within the Work- pyCaseAttachments Section there is a conditionally-viewed layout that displays the list of Link-Attachments defined by the Work- .pyAttachments Property.
The Work- .pyAttachments Property references the D_AttachmentList List Data page where .pzInsKey is passed as the value for the Data Page's required "LinkedRefFrom" parameter.
You can Save-As .pyAttachments to ".pyCoverAttachments" specifying .pxCoverInsKey as the value for the D_AttachmentList Data Page's required "LinkedRefFrom" parameter.
Finallly you can Save-As the pyCaseAttachmentsWrapper Section to your own ruleset before adding a layout that displays ".pyCoverAttachments".
There is no need to propagate parent Link-Attachments to subcases, you just need to query them.
Phalanx Consultancy Limited
GB
Thanks for your response. I have a requirement that from the child case i need to send an email to a party with the attachment from the parent case. In that case all my child cases should have the link to the attachment attached by the parent case. In absense of the Link-Attachment object in child cases the correspondence process will never be able to attach the attachment in the outbound email.
Coforge DPA Australia Pty Ltd
AU
I have same requirement and facing same problem. To send email to a party from child case with attachment propagated from parent.
Would you share your thoughts on this to resolve this or any OOTB activities to use here.
Updated: 20 Feb 2017 9:28 EST
Pegasystems Inc.
IN
Hi Sreenivasa,
Request you to continue the conversation in your original question. This comment becomes the duplicate post for the same query and creates confusion for the community members. To avoid the scenario, I'm closing this thread from future replies.
You may follow the thread: https://collaborate.pega.com/question/send-email-sub-case-parent-case-attachment
Thank you for your cooperation