User forms include two tabs. The Audit tab enables users to display the work history and narrative entries for a case. On the Overview tab, the Attachments area enables users to view or add file and URL attachments to a case.
Click the Audit tab to open a new page with the following two sections:
Each row contains a date and time, description, and the operator's full name. Dates and times on the history display are presented in the time zone indicated in the Time Zone field of your Operator ID data instance.
system
as the Operator ID.system, on behalf of Name
. as the Operator ID.To see additional detail in a pop-up window, hold the mouse pointer over a row.
History information is cumulative and permanent; it cannot be changed. If the work item contains incorrect information, you can overwrite or replace it with correct information.
Click Export to Excel to export the history report to Microsoft Excel.
If the geolocation tracking feature is enabled, the Location column contains Map it links for each requestor entry. Clicking a link opens a Google Map showing where the entry was made.
The Case Narrative section presents data from the History section in a format that resembles a series of RSS feed notifications.
The section displays rows, each of which records work object status changes (except agent actions), or attachments activities (notes, files, URLs, and so on). By default, the most recent action appears at the top. The user can reverse the order by clicking the Showing newest on top link. Selecting the Show child cases check box displays child case status changes and attachments. Each row contains:
You can customize the presentation in a copy of the Work-.pyCaseNarrative section.
Expand the Attachments header to list the existing attachments to this case, or to review, edit, or delete existing attachments. The Basic View form allows users to enter Note, File, URL, or Content attachment types. The list is grouped by attachment categories; their associated attachments are listed beneath the category name.
To create a file attachment:
Attach a File
. A pop-up dialog opens. Two methods are available for attaching a file: selecting an individual file, or dragging and dropping one or more files.The user can, within the same dialog, enter both a file name and path, or drag and drop files.
The standard flow action Work-.AttachAFile provides a similar capability, but without a pop-up dialog.
Choose the Edit Attachments
action Work-.EditCategorizedAttachments (when configured in a flow) to revise an existing file using workstation software such as Microsoft Word. The system retains both the original file and the updated file, with a higher version number.
A URL attachment links the work item to a web page or other object accessible with the HTTP protocol. To create a URL attachment:
Attach a URL
.The standard local flow action Work-.AttachAUrl provides a similar capability, but without a pop-up window.
Appears if you select the Enable for attachments option on the Application rule's Integration tab. This option allows the user to browse and attach files located in CMIS repositories. The ones displayed in the pop-up window are obtained from Connect-CMIS rules that shown in the operator's profile.
To create a content attachment:
Attach Content
.Click the Advanced link to enter any of the six attachment types. In addition to Note, File, URL, and Content attachments, two other attachment types are available in the advanced view. Unlike the four Basic View types, these two attachment types each require that a Pega 7 Platform ActiveX control be on the user workstation.
To add a screen shot attachment:
Attach a Screen Shot
to open the pop-up dialog.The standard local flow action Work-.AttachAScreenShot provides a similar capability, without a pop-up window.
This feature is sometimes called screen capture. The prScreenCapture
ActiveX control supports this capability. The attachments are instances of the Data-WorkAttach-ScreenShot class.
If the user's workstation includes a scanner, the user can create and attach a GIF or TIFF image scanned from a paper document using Pega Document Scanning.
To add a scanned document attachment:
Create Scanned Document
to open the pop-up dialog.File
is set on the attachment.The standard local flow action Work-.pyCreateScannedDocument provides this capability. Attachments are instances of the Data-WorkAttach-ScanDocument class.
The standard harness Work-.HistoryandAttachments supports the standard display of history and attachments. You can override this rule for your applications, to change the layout, contents, or functions available. Alternatively, you can present the history section or attachments sections within a user form.
The standard section Work-.HistoryListView executes a standard list view rule History-.HistoryListView.ALL. To change the columns or presentation, override this rule in the History-ZZZZ class, where ZZZZ is the name of a class group or work type in your application. (Do not override the section unless you are making advanced changes; it is not auto-generated.)
The standard section Work-.Attachments supports the Add button to allow the user to add attachments (of four types for Basic View, or all six types for Advanced View. This section includes the standard section Work-.AttachmentListView (not auto-generated) which executes the standard list view Link-Attachment.AttachmentList.ALL. Although no fixed limit exists on the number of attachments that a work item can have, the standard list view rule displays a maximum of 100 attachments.
To customize the presentation, override the auto-generated sections or the list view rule. (Do not override the Work-.AttachmentListView section unless you are making advanced changes.)
You can use the standard page list property pyAttachments to reference attachments by type (Link-Attachment class).
You can use the function alias pxIsAttachmentOfCategoryInCase to check if an attachment of a particular category is attached to a case.
Assuming that the category's business purpose is clearly defined (invoice or expense report, for example), users can use categories to identify and maintain multiple document versions as described in the following example:
Users can review any version. Outgoing email activities send only the latest version.