How to manually Add Entry to Case Narrative
Hi All,
I poseted this to the SC forum but didn't get any responses, so trying this Product forum instead
Does anyone know how to manually add an entry to the Case Narrative list (located on the Audit tab in Pega 7). I know how to add items to the full Audit (history) but I can't work out how to add an entry to the Case Narrative section below that. The customer I'm working with wants the ability to capture some notes on a couple of screens and then have these notes appear in the Case Narrative view.
Any help much appriciated
Cheers,
Phil
Accepted Solution
Pegasystems Inc.
JP
I think pxAttachNote is better, since it is officially listed process API.
Pegasystems Inc.
JP
hope below prhelp helps
https://community.pega.com/sites/default/files/help_v719/procomhelpmain.htm
The section displays rows, each of which records work object status changes (except agent actions) or attachments activities ( notes, files, URLs, and so on). By default, the most recent action appears at the top. The user can reverse the order by clicking the Showing newest on top link. Selecting the Show child cases check box displays child case status changes and attachments.
Pegasystems Inc.
GB
HI Chunzhi,
Thanks for your response, but I'm afraid it doesn't really help much. I had read that piece of documentation before posting, but it doesn't actually tell you how to add to the Case Narrative yourself. If you look at the Case Narrative section it refers to a page called (I think) pyCollatedAudit (I don't have my instance in front of me right now). That page isn't actually defined on any class or anywhere in the system as far as I can tell - I assume it gets created dynamically as part of an activity somewhere.
If you create a new case (any case) you'll notice that the first entry in the case narrative is the same as the first entry in the audit log. So, when adding to the audit log, at some point there must be an activity or something which the system uses to add to the Case Narrative. I just can't find it....can't find that 'hook' whatever it is....
Cheers,
P.
Pegasystems
US
Hi,
If you've got an example that adds a particular string to the narrative, use the Pega tracer while you perform that example. Then search the tracer data for the string, and you should be able to see what rules are being used to add the string to the narrative. /Eric
Pegasystems Inc.
IN
Case narrative is just a filter from normal WO history and will show only status changes and attachments information. There is no way to add something as such in Case narrative. We just filter out notes while displaying case narrative.
Find the description below for the list view used to fetch attachments for case narrative : pyCoverAllAttachmentList
Displays list of non-note attachments for work and covered objs
You can modify this list view not to filter out notes and then add normal way of adding note to history or Case.
Pegasystems Inc.
AU
I'm running a ML9 PE, and seeing Step 10 of pzFetchSubcaseAttachments copying AllAttachments into the source of the Case Narrative; it definitely shows Notes as well as Attachments.
Chunzhi's advice to use pxAttachNote should work fine.
Pegasystems Inc.
IN
Awesome, I checked in some previous version. I will check in ML9 as well.
So you need nothing new to add in Case narrative, adding note to normal history should work