@ABAGAN

Approach #1: Case Type–Driven Upload and Processing

This approach leverages Pega's case management capabilities to track and orchestrate the upload lifecycle.

 Steps:

1. Create a dedicated Case Type for Excel uploads.

2. Screen 1: Upload the Excel file as a case attachment.

3. On submit, route the case to a Wait shape or Processing assignment.

4. Trigger a Queue Processor (QP) or Job Scheduler (JS) to:

   • Read the attachment stream.

   • Parse and validate the Excel data.

   • Save validated rows into a Data Type, using the Case ID as a key.

5. Once processing is complete, move the case to a Review stage.

6. Display results using a Data Page reference in the case details or footer.

 Benefits:

• Full traceability via case history.

• Easy to extend with audit, retry, or escalation logic.

• Ideal for business workflows that require approval or review.

Approach #2 : Landing Page with Data Type Tracking

This approach is UI-centric and better suited for operational users who need quick access to upload history and results.

Steps:

1. Create a Landing Page with:

   • Excel upload control.

   • A grid listing previously uploaded files.

2. On upload:

   • Save the file as a Data-WorkAttach-File record.

   • Create a record in a Track Excel Uploads Data Type.

   • Link the attachment to the tracking record.

3. Trigger a QP or JS to:

   • Read and parse the attachment.

   • Validate and store results in a separate Data Type.

   • Update a flag in the tracking record once complete.

4. Enable a Preview button once processing is done.

5. On click, show a modal dialog with the validated data.

 Benefits:

• Clean separation of UI and processing logic.

• Easy to manage multiple uploads and preview results.

• No need for case management overhead.