Enabling attachment level security
How to enable attachment level security in the cases. I have selected the option of attachment level security on the attachment category rule and have included attach content control in my section. is there any other setting to enable for user to select work group while uploading attachment. I didn't find any such option.
https://academy.pega.com/topic/securing-work-queues-and-attachments/v1
***Edited by Moderator Marije to add Capability tags***
Accepted Solution
Updated: 4 Jun 2024 9:52 EDT
Pegasystems Inc.
GB
@Rasheed To enable attachment-level security in cases, you need to select the 'Enable attachment-level security' checkbox in the attachment category configuration. This allows users to choose which teams can access the attachments they provide. After this, when users upload an attachment, they should be able to select a work group. If this option is not appearing, please ensure that the 'Enable attachment-level security' checkbox is selected and the changes are saved. Also, make sure that the user has the necessary privileges to view and select work groups.
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Restricting user actions for Case attachments
Visibility of Attachments via Attachment Categories
Glossary: A > Glossary for Attachment category: