Add Attachments to a Data Instance
Pega provides OOTB options for adding/viewing attachments to a Work object. Is there a recommended approach for adding attachments to a Data Instance ?
For eg - As part of a Case workflow we collect information related to multiple bank accounts. Each of these bank accounts are instantiated as a Data Instance of a Data class.
Documents needs to be uploaded against each of these Bank accounts.
We should also be able to retrieve and display documents specific to each Bank Account. What is the recommended approach for this use case..?
Infomatics Corp
US
@VivekS402 If you want to add attachments to a Data instance you would follow the same steps as Work Object Attachments.
1. Create an Instance of Data-WorkAttach-File (which would hold your attachment and pxRefObjectKey of your Data Instance)
2. Once the step one is done you can Link-Objects by linking your Bank Account Data instance and Data-WorkAttach-File instance. That way Link-Attachment holds the references information of the Linked Objects.
TSPi
IN
Pegasystems Inc.
IN
@VivekS402 You can make use of PegaSocial-Document for storing document and you can associate any ins key to the document through Link-Association-Document while retrieving you can use the same classes as well. Please check "pzManageContentPostProcessing" , "pzUploadFileToADocument" activities.
SUNY Buffalo
US
By any chance did you find a solution to this? We currently have the same requirement to attach an attachment against a data instance.