In Constellation, users can currently view/download attachments mainly through the OOTB Attachments/Files utility (right panel).
I need to display attachments directly in the case work area (for example, a “Documents” ) with these requirements:
Show all attachments for the case (uploaded and system-generated)
Allow filtering by a few attachment categories / document types
Display in a table with columns:
File name
Created by
Created date
Download link/action per file
In a later phase, I also want to show DocAI processing status(valid or invalid doc) and outcome next to each attachment, so having this in the work area is important.
Is there an OOTB/recommended Constellation approach to build this (e.g., supported view pattern, component)?
@Arunkum@r a good question. It does strike to the heart of the Constellation Design System and its value proposition - the fastest time to value for clients is the use the provided attachments utility widget. That has certain built in design principles and interaction patterns that don’t match what you are trying to do here.
So you have three options
Utilise the Attachment utilities widget
If you upon reviewing with the business users, that it can be used, even if all the UI requirements aren’t met
Add your own attachment fields to your case, so they can be used in a form and achieve the business outcome.
You can use this Constellation 101 article from @manup as inspiration for configuring your own forms for this. Then remove the utilities widget from the case (optional but probably needed to avoid any user confusion)
You can add fields like DocAI processing status to the data model to achieve your later phase requirements too! (bonus)
Honestly, if this was my project, I would be approaching it this way, it achieves the outcome, fairly easy to configure and you have a little more flexibility than the Attachment utilities widget
Create a custom DX Component that meets all the UI requirements you have.
You can use this GitHub widget as inspiration for building your own.