Attachment types define the media and format of items that users attach to cases in an application.
The following standard attachment types are supported:
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.
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.
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).
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.
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.
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.