change existing attachment's category in a case

General
, ,
1

may I know how to change existing attachment’s category in a case?

any OOTB activity / function for this?

thanks.

2

Hi @MaxonL16591286

What is meant by change existing attachment’s category in a case?

If you want add new attachment’s category

Process → attachment category → Create New category

Then you can use → Attachment categories in Case Type settings.

Thanks,

Ashok

3

@MaxonL16591286

  1. Add your custom category to the case type.
  2. Use flow EditAttachment
    OR
  3. Add your custom category to the case type.
  4. Add pyAttachContent to your action set.
  5. Circumstance pyAttachContent → for where and when you want to set your .pyCategory
  6. Add a post process data transform with the following steps
    1. For Each Page: dragDropFileUpload.pxResults
    2. Set: .pyCategory equal to “YourCustomCategory”
4

@SohamM95

Thanks for info.

I just want to change category “sliently” or “programmatically” on the existing attachments (which were uploaded before)

Both old / new categories have been defined in case type so they are available.

Step 6 in your solution looks like what I need but seems it’s for “new uploaded” files.

How about for those existing attachments (which were uploaded before)?

5

@MaxonL16591286

You can try to open the instance in Data-WorkAttach-File and update the pyCategory and save and see if it works. If not then you can delete the instance from here and repository and recreate the file with your custom logic and above steps.