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Attachment types

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Attachment types define the media and format of items that users attach to cases in an application.

The following standard attachment types are supported:

  • File — Uploaded files of any type

    By default, a file attachment is saved as an instance of the Data-WorkAttach-File class, which maps to the pc_data_workattach database table. Optionally, application users can associate a category with each file attachment. The category describes the purpose or contents of the attachment.

  • Note — Notes that contain only text

    You can type or paste text into a note attachment. A note attachment is saved as an instance of the Data-WorkAttach-Note class. You cannot edit a note attachment after it is saved.

  • Screenshot — Screen capture images

    Your application can include a window capture feature, so that users can capture a picture of any desktop window. Users can permanently save this image as an attachment to a case (an instance of the Data-WorkAttach-ScreenShot class).

  • Scanned document — TIFF files

    Users can scan documents by using Pega Document Scanning or the Image Viewer feature and attach the TIFF files to a case. A scanned document attachment is saved as an instance of the Data-WorkAttach-ScanDocument class. The standard Work-.pyCreateScannedDocument local flow action starts this operation. The user can also configure scanner defaults from this flow action.

  • URL — A single URL

    A URL attachment links the case to a web page or other object that is accessible with the HTTP protocol. A URL attachment is saved as an instance of the Data-WorkAttach-URL class.

  • Content — Content that is saved in an external Enterprise Content Management (ECM) system

    You can configure your application to store attachments of type file in an external ECM system by using the CMIS protocol. A content attachment is saved as an instance of the Data-WorkAttach-ECM class.

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