Send email from sub case with parent case attachment
Accepted Solution
Coforge DPA Australia Pty Ltd
AU
I performed steps you have mentioned but still attachment is not included in email.
In this utility you have mentioned, pxLinkedRefFrom= Primary.pzInsKey, will be of Cover as pyWorkPage is still of cover class. How is it different than - Save and updating pyAttachments property in child class and change parameter of Data page to .pxCoverInsKey from .pzInsKey. This is also copying all attachments to child class but link remains with cover class.
Pegasystems Inc.
IN
Hello Sreenivasa,
Can you please check the below article and see if it is useful because this post discusses on the child case refering to the parent case attachments.
https://collaborate.pega.com/question/how-copy-attachments-parent-case-child-case
Regards,
Mounica
Coforge DPA Australia Pty Ltd
AU
Appreciate your reply.
As I mentioned attachments from parent to child are propagated as expected. Issue is with sending correspondence from child with attachment linked to parent.My requirement is sending email from child case to a party with the attachment from the parent case. In that case all my child cases should have the link to the attachment attached by the parent case. But in child pyAttachments contains attachments from parent but actual Link-Attachment is with parent which is absence in case of child. The correspondence process will never be able to attach the attachment in the outbound email.
Pegasystems Inc.
US
At the very beginning of your subcase, prior to the first assignment, you can add a Utility named "CloneParentCaseLinkAttachments".
Prior to the first assignment, the parent page is still named “pyWorkPage”.
Hence you can simply iterate the Primary.pyAttachments PageList which points to D_AttachmentList.
While iterating Primary.pyAttachments do the following:
- Page-New LinkAttachPageUNIQUE
- Page-Copy from: <CURRENT> to: LinkAttachPageUNIQUE
- Property-Set LinkAttachPageUNIQUE
- pxLinkedRefFrom Primary.pzInsKey
- .pxCreateDateTime Lib(Pega-RULES:DateTime).CurrentDateTime()
- .pxCreateSystemID pxProcess.pxSystemName
- .pxCreateOperator pxRequestor.pyUserIdentifier
- Obj-Save + WriteNow LinkAttachPageUNIQUE
- Page-Remove LinkAttachPageUNIQUE
NOTE: The child case will not be aware of Attachments added to or deleted from the parent case after the spin-off .
Areteans
US
Hi Lee, I have same requirement. I performed steps you have mentioned but still attachment is not included in email.
In this utility you have mentioned, pxLinkedRefFrom= Primary.pzInsKey, will be of Cover as pyWorkPage is still of cover class. How is it different than - Save and updating pyAttachments property in child class and change parameter of Data page to .pxCoverInsKey from .pzInsKey. This is also copying all attachments to child class but link remains with cover class. Any additional tips?
Pegasystems Inc.
IN
Hi Lee,
Thanks for your suggestion. I used your approach and it worked good for me. I did a small correction the pxLinkedRefFrom we should pass pzInsKey of the child case because if we do Primary.pzInsKey we will be passing parent case pzInsKey
Accepted Solution
Coforge DPA Australia Pty Ltd
AU
I performed steps you have mentioned but still attachment is not included in email.
In this utility you have mentioned, pxLinkedRefFrom= Primary.pzInsKey, will be of Cover as pyWorkPage is still of cover class. How is it different than - Save and updating pyAttachments property in child class and change parameter of Data page to .pxCoverInsKey from .pzInsKey. This is also copying all attachments to child class but link remains with cover class.