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Securing an attachment field

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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.

Assign an attachment category to an attachment field to control which actions a user can take on an attachment.

The actions a user can take are determined by the attachment category configuration. By default, attachments are associated with an attachment category with the same name as your attachment field.

  1. Access the field, based on the way that it is defined in your data model.

    • To view fields in a data object:
      1. In App Studio, click the Open runtime toolbar icon.
      2. Click Turn editing on.
      3. In the navigation panel, click Data to display the Integration Designer
      4. Click the name of a data object.
      5. Click the Data model tab.
    • To view fields in a case type:
      1. In App Studio, click the Open runtime toolbar icon.
      2. Click Turn editing on.
      3. In the navigation panel, click Cases to display the Case Type Explorer.
      4. Click the name of a case type.
      5. Click the Data model tab.
      6. Optional: To display fields that are inherited by your application, click Show reusable fields.
    • To view fields on a form:
      1. In App Studio, click the Open runtime toolbar icon.
      2. Click Turn editing on.
      3. In the navigation panel, click Cases to display the Case Type Explorer.
      4. Click the name of case type.
      5. On the Views tab, click the name of a form.
  2. Click the Configure field icon in the row of the attachment field.

  3. Press the Down Arrow key in the autocomplete field that is displayed and select the name of an attachment category. Alternatively, you can enter a unique name to create a new attachment category.

  4. Click Submit.

  • Adding single-value fields to forms

    Collect specific information from users when they process a case by adding a single-value field to a form. For example, you can add a field that references a phone number to a form that prompts users to enter their personal and address details.

  • Storage and display of fields
  • Restricting user actions for case attachments

    Define conditions or privileges in an attachment category to control which actions a user can take on a case attachment.

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