Attachment need to bring in to Pega

General
1

Hi Team,

I have a requirement in my Pega application related to attachment handling and PDF preview, and I would like to understand the best approach to implement this securely.

Requirement:

  1. A user uploads or creates an attachment manually within a case (for example: Word/Excel/Image file).

  2. The system should:

    • Convert the uploaded file into a PDF document

    • Display the converted PDF to the user as a preview

  3. While previewing:

    • The user should only be able to view the PDF

    • The user should NOT be able to download the PDF

2

Is this requirement on UI Kit or Constellation? If you’re building on Constellation, then it requires Custom DX Component. You have to handle the document conversion to PDF inside the DX component and restriction for View only.

3

From a technical point of view those two requirements are contradictory. To view PDF it needs to be downloaded. I see this requirement often, please explain business stakeholder the details.