Conversation
Credera
GB
Last activity: 28 Jan 2026 12:29 EST
Show all case attachments in the work area (table + download)
Hi All, In Constellation, users can currently view/download attachments mainly through the OOTB Attachments/Files utility (right panel).
I need to display attachments directly in the case work area (for example, a “Documents” ) with these requirements:
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Show all attachments for the case (uploaded and system-generated)
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Allow filtering by a few attachment categories / document types
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Display in a table with columns:
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File name
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Created by
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Created date
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Download link/action per file
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In a later phase, I also want to show DocAI processing status(valid or invalid doc) and outcome next to each attachment, so having this in the work area is important.
Is there an OOTB/recommended Constellation approach to build this (e.g., supported view pattern, component)? Regards, Arunkumar
Updated: 28 Jan 2026 12:29 EST
Pegasystems Inc.
GB
@Arunkum@r a good question. It does strike to the heart of the Constellation Design System and its value proposition - the fastest time to value for clients is the use the provided attachments utility widget. That has certain built in design principles and interaction patterns that don't match what you are trying to do here.
So you have three options
@Arunkum@r a good question. It does strike to the heart of the Constellation Design System and its value proposition - the fastest time to value for clients is the use the provided attachments utility widget. That has certain built in design principles and interaction patterns that don't match what you are trying to do here.
So you have three options
- Utilise the Attachment utilities widget
- If you upon reviewing with the business users, that it can be used, even if all the UI requirements aren't met
- Add your own attachment fields to your case, so they can be used in a form and achieve the business outcome.
- You can use this Constellation 101 article from @manup as inspiration for configuring your own forms for this. Then remove the utilities widget from the case (optional but probably needed to avoid any user confusion)
- You can add fields like DocAI processing status to the data model to achieve your later phase requirements too! (bonus)
- Honestly, if this was my project, I would be approaching it this way, it achieves the outcome, fairly easy to configure and you have a little more flexibility than the Attachment utilities widget
- Create a custom DX Component that meets all the UI requirements you have.
- You can use this GitHub widget as inspiration for building your own.
- There are Pcore/Pconnect APIs that help support this.
- However, if you haven't approached this before, it might not be the right outcome as its a complex area/topci. See our recent webinar on the topic: Extending Constellation: A Deep Dive into Constellation DX Components