How to configure attachments which needs to be added as category specific in Pega 8.8(Constellation).
I have a requirement to attach the documents of particular category on click of upload. When a user clicks on upload button a popup should be triggered which consists of category specific drop down list to select and attach the documents. Can any one explain how to achieve this scenario in Pega 8.8 constellation.
Pegasystems Inc.
US
If we think in terms of the overall outcome you need, then it's the ability to upload attachments and relate them to the same category.
A few options:
1) The attachments widget lets end users set the category on each attachment.
2) Do you need to guide/prompt the end user to upload the attachments at a specific point in the workflow? And do you have a limited, small number of categories? If so, another option is to create a discrete Attachment field for each of your categories. At design time, you can specify what category for each attachment field. An attachment field can hold one or many attachments.
Thoughts?