Question
Cognizant
IN
Last activity: 11 Apr 2022 10:54 EDT
Online update MS Excel file (attached to case) and save updated file as attachment
Dear Experts,
We have a requirement to allow users to open excel file attachment and make changes to file. Once the file is saved/closed then updated file will be attached to case.
Is there any way to achieve this requirement?
I tried Work-.EditAttchment flow action but it is not working in Chrome browser. We are on Pega 8.6.2.
https://docs-previous.pega.com/case-management/86/extension-points-and-supporting-rules-attachments
Thanks,
Santanu
Pegasystems Inc.
GB
Updated: 11 Apr 2022 9:50 EDT
Cognizant
IN
@MarijeSchillern I couldn't test in IE. Pega 8.6.2 portals are not opening in IE. Also Chrome & Edge are the only approved browsers for our customer.
Pegasystems Inc.
GB
@SantanuMan it sounds like you may need to open a support incident for this for further investigation. They'll likely need you to run a browser trace and check the Dev UI output
If you do open a ticket could you provide the support ID number here so we can help you track it?
Updated: 11 Apr 2022 10:54 EDT
Sunlife
CA
@SantanuMan , There is alternative way to achieve this requirement, if your application landscape uses shared platform (ex, Google Drive, Sharepoint.. ) for content storage in your application then this approach will be useful. So when you upload the attachment in a work object, derive the edit link from the source and display as a button/icon in case attachment view against per attached file. Now using that edit link, you can open the document in any new browser tab from its source and your requirement will be served.
OR you can use the V2 DX API with necessary customization as per your requirement - GET attachment content and POST to upload a file to be used as an attachment in a subsequent call. I have provided just my thought, hope it helps
You can also check this post - https://collaborate.pega.com/idea/microsoft-office-document-preview-pega