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 Mary Carbonara (MaryCarbonara) Principal Knowledge Management Specialist
Pegasystems Inc.
US
MaryCarbonara Member since 2010 216 posts
Posted: May 16, 2022
Last activity: Aug 5, 2022
Posted: 16 May 2022 12:55 EDT
Last activity: 5 Aug 2022 11:45 EDT

Troubleshooting document attachment issues with PDF inline preview

Applies to Pega Platform versions 8.1.3 through 8.1.5, 8.2.1 through 8.2.2, 8.3, and 8.4

Symptom

When you upload a PDF file as an attachment to a case, you see a preview of the PDF file when you click the PDF link. However, the PDF preview displays the name of the PDF tab thread in the clipboard. This problem occurs for PDF files that use inline preview in the Attachment gadget, the Document gadget, and the Pulse gadget.

The Pega support team has reproduced this problem in the Chrome browser only.

The Pega defect was resolved in the Pega Platform patch releases cited in the Solutions.

Explanation

When the title of a PDF file is not specified in the PDF file’s document properties, the current clipboard thread appears as the PDF title. If a PDF file does not have title, PDF inline preview displays the PDF document title as the clipboard thread name. This is expected behavior because the PDF inline preview uses the iframe provided by the browser for displaying PDF files.

Solutions

Choose one of the following solutions to resolve issues with PDF file display in the inline preview:

  • Update the document properties of the PDF file to include a document title.
  • Perform the local change to disable PDF inline preview in any browser.

Local change

Extend the rule @baseclass.pyBrowserAttachmentTypeTable in your application ruleset and disable the PDF inline preview:

  1. Override @baseclass.pyBrowserAttachmentTypeTable in your ruleset.
  2. Set the PDF row in pyBrowserAttachmentTypeTable to return the value false.

Related Content

Categorizing case attachments

Attaching content to a case

Attaching screen captures to a case

Configuring the Attach content control

 

This Support Document has been migrated from Pega Documentation:
https://docs.pega.com/pega-services-troubleshooting/troubleshooting-document-attachment-issues-pdf-inline-preview
04August2022 Related Content: Removed the link (broken) to an archived Release Note pertaining to Pega Platform 7.4. See the Comments to the client.
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Pega Platform 8.4 Low-Code App Development Troubleshooting

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  • Brendan Horan Praveen Palagani
Posted: 2 years ago
Posted: 4 Aug 2022 7:06 EDT
Marije Schillern (MarijeSchillern) MOD Senior Knowledge Management Specialist
Pegasystems Inc.
GB

@SamiR924  we will look into this, many thanks for alerting us to it.  

In the meantime, you can check out the details via this search on archived Release Notes.

We will also check why the Inline preview of attachments link within that release note is broken.

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Posted: 2 years ago
Updated: 2 years ago
Posted: 4 Aug 2022 10:33 EDT
Updated: 4 Aug 2022 10:39 EDT
Mary Carbonara (MaryCarbonara) Principal Knowledge Management Specialist
Pegasystems Inc.
US

@MarijeSchillern Thanks for posting your good info ahead of my post!

To find out why the Inline preview of attachments link cited within the Archived Release Note, View attachments line is broken, I reported the broken link to the Pega Community UX team. On that page (docs-previous.pega.com/inline-preview-attachments/inline-preview-attachments), I clicked Contact Us > Report a Community Bug and submitted the following information with a screenshot of the archived relnote with the related link (attached here):

"The Oops! Reggie information includes links to the former Collaboration Center posts and to a newer post in the Pega Support Center, but it includes no links to Pega Documentation. Can you tell us what happened to the article https://docs-previous.pega.com/inline-preview-attachments/inline-preview-attachments? I assume that it was unpublished and deleted because it was old content, replaced by newer content such as https://docs-previous.pega.com/case-management/87/attachment-types. Thanks for any information that you can provide."

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@MarijeSchillern Thanks for posting your good info ahead of my post!

To find out why the Inline preview of attachments link cited within the Archived Release Note, View attachments line is broken, I reported the broken link to the Pega Community UX team. On that page (docs-previous.pega.com/inline-preview-attachments/inline-preview-attachments), I clicked Contact Us > Report a Community Bug and submitted the following information with a screenshot of the archived relnote with the related link (attached here):

"The Oops! Reggie information includes links to the former Collaboration Center posts and to a newer post in the Pega Support Center, but it includes no links to Pega Documentation. Can you tell us what happened to the article https://docs-previous.pega.com/inline-preview-attachments/inline-preview-attachments? I assume that it was unpublished and deleted because it was old content, replaced by newer content such as https://docs-previous.pega.com/case-management/87/attachment-types. Thanks for any information that you can provide."

I will post whatever update I get from the Pega Community UX team; they are extremely responsive.

(I expect them to confirm my assumption about old information replaced by new information.)

@SamiR924 

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Posted: 2 years ago
Posted: 4 Aug 2022 9:48 EDT
Mary Carbonara (MaryCarbonara) Principal Knowledge Management Specialist
Pegasystems Inc.
US

@SamiR924

Thank you for reporting this problem. My apologies for citing an archived release note for an old version, Pega Platform version 7.4. I will delete the link to it.

Here's some information to help you in the future:

Current release notes for the latest version of the Pega Platform are available from Documentation > Pega Platform Guides > Release Notes.

On this page, notice the announcement at the top stating that the this documentation is for the current (latest) version and giving a link to the release notes for the non-current versions.

Click this link to go to the Archived Release Notes.

On this page, search for "view inline attachments" to find the release note, https://docs-previous.pega.com/platform/release-notes-archive?q=view%20attachments%20inline Notice that it pertains to Pega Platform version 7.4, not a release you want to be using.

Show More

@SamiR924

Thank you for reporting this problem. My apologies for citing an archived release note for an old version, Pega Platform version 7.4. I will delete the link to it.

Here's some information to help you in the future:

Current release notes for the latest version of the Pega Platform are available from Documentation > Pega Platform Guides > Release Notes.

On this page, notice the announcement at the top stating that the this documentation is for the current (latest) version and giving a link to the release notes for the non-current versions.

Click this link to go to the Archived Release Notes.

On this page, search for "view inline attachments" to find the release note, https://docs-previous.pega.com/platform/release-notes-archive?q=view%20attachments%20inline Notice that it pertains to Pega Platform version 7.4, not a release you want to be using.

You should be using the latest Pega Platform release, 8.7 or another recent release as prescribed in Keeping current with Pega.

Thank you again for helping to improve this Support Document and others. We greatly appreciate your feedback!

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