My requirement, Once i upload the file, its needs to be attached and then when check the checkbox summarize gen ai. it should invoke the activity on form refresh. But how to attach the file to work object immediately. once it is uploaded
I doubt it’s possible. The Upload just uploads the attachment and get the unique id. Technically, the attachment gets associated to the case and Data-WorkAttach-File instance gets created on the Flow action submit.
Hello @MohammedS17644256
As @RameshSangili mentioned, it’s not directly possible.
The attachment which you upload will reside on the case as embedded data with data-workattach-file-temp instance created and only on the save or submit of assignment the link-attachment will be created and you will see the attachment linked to the case.
Option 1: You can try clicking the save for later button that will save your case and when you open the assignment again (refresh the case), your attachment will be linked to the case and then you can summarize the content with genAI.
Option 2: There is a new feature in v26 where you can auto save the assignment information without clicking on the save for later or submit. I have not tried it yet though. Refer to the below post’s latest reply.
Hope this helps
Regards
JC
Data isn’t saved until you submit/save, this has been a Pega design pattern throughout our architectures. Trying to introduce different interaction patterns does open up other UX issues later (e.g. What if I click cancel after uploading? Why aren’t other buttons “auto-saved”?)
Auto Save
We just had a Constellation 101 added for Enable and configure auto-save in Constellation. However, personally, I do not believe it solves the problem in a way that provides a good UX.
Embedded Data
You could look at Data Level Attachments. IF its a list, then embedded data allows actions on rows in a modal, this would give you an opportunity for Pre & Post Processing for Embedded Data.
Local Action
You could use a “upload file” action. This would allow you to do the processing you need with Post Processing. You can even make this promoted so its a button on the left.
DX Component
You could create a DX component that attaches the document straight away. The caveats mentioned earlier would apply here.
@MohammedS17644256 I’d like to move this to User Experience, to go with the other Constellation posts.
However, you are not a member, if you can join then that will allow me to move this (only members can reply to User Experience posts, so you would no longer be able to reply).
Let me know when you join and i’ll move this.