I want to generate a report which contains case info along with the pdf files in a shared location
I have a requirement to generate a report of cases in which it should show some case data along with the pdf files of correspondence generated for the case placed in some server as well in a shared path. Can some one please suggest how to insert pdf file into particular cell in the report (excel file probably).
Note: I cannot give the location of pdf in excel report as the user who is accessing the report will not have access to this location. And also moreover we cannot have the pdf's into our local machine as there can be more than 50 pdfs in a report.
***Edited by Moderator Marissa to update Platform Capability tags****
Pegasystems Inc.
IN
kindly have a look into the following post if it suits your requirement
Optum global solutions
IN
According to the link offered by you, if I understood correctly, they act inside the case in case attachments, but I need to make a link to download outside the case. I mean the person viewing the report will not have access to the case.
We need to send the report in which he should be able to view/download the pdf file (located in a shared path for which the person viewing the report will not have access to the path)