How to Attach file from pusle to case
Hi,
is there any way to attach file from pulse to case automatically, if user attach any file in pulse then it should get attached to case as well.
Thanks in Advance
Accepted Solution
Virtusa
IN
Thanks for you reply everyone, i found the solution for this. Pega provides this functionality. You just need to add one parameter “AttachtoCase” with default value “true” in “pyAddPost” Activity in “PegaSocial-Message” class and modify when rule “pyLinkPulseAttachmentToCase” in “Work-“ class to return “true”.
attachments will start getting attached to case as well.
Bits in Glass
IN
@VishantC you can have mechanism/trigger point to transfer the attachment. In your activity, you need to get attachment key and use pxLinkAttachmentTocase to attach it case.
NCS Pte. Ltd
SG
Hi @VishantC: Pulse can be used in case level / in your dashboard. So there won't be a case always when you attach a attachment in pulse. Please note this. An alternate option which I can think about is to fetch the attachments for the pulse messages for your case by updating the source of your attachment list section.
Thanks.
Accepted Solution
Virtusa
IN
Thanks for you reply everyone, i found the solution for this. Pega provides this functionality. You just need to add one parameter “AttachtoCase” with default value “true” in “pyAddPost” Activity in “PegaSocial-Message” class and modify when rule “pyLinkPulseAttachmentToCase” in “Work-“ class to return “true”.
attachments will start getting attached to case as well.
Bits in Glass
IN
@VishantC this is great to know that we have ootb to achieve this. You just made two boolean props to true, it starts working. Great.