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Organizing and managing access to case attachments


4 Topics

30 mins

Visible to: All users
Intermediate Pega Platform 8.5 Security English
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Cases may require that users upload documents required to process and resolve the case. To organize attachments, developers can create attachment categories to differentiate different attachments added to a case. Attachment categories incorporate a security component so that developers can manage access to attachments at the category level.

After completing this module, you should be able to:

Identify the role of attachment categories
Explain how attachment categories can be used to manage access to case attachments
Create an attachment category
Configure access control for attachment categories
Restrict actions on an attachment field

Available in the following mission:

Senior System Architect v2

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