I need to propagate an attachment from the parent case to the child case. From the child case, the user should be able to view and download this attachment. I don’t want a copy, but rather a reference to it. What type of property should I create in the child case to be able to point to the attachment in the parent case? What would be the best way to do this in Constellation? Any suggestions would be greatly appreciated.
You can use pxLinkAttachmenttocase ootb activity..It will link a case and an attachment.
Thanks for the reply. What I’m actually trying to do is not copy the attachment data to the case, but only reference it from the parent case. What I’ve done so far, though I’m not sure if it’s correct, is create an attachment property in the child case and propagate the data from the attachment property of the parent case (where the document is attached) to this property in the child case.
This works, but I’m not sure it’s the best way.
Actually for reference to attachment, a entry to Link-attachment is required. You mentioned that you did by copying data from attachment property from parent case to child case. By doing that you are able to view the attachment?
Yes, I can see it, download it, and delete it. To delete it, I need to restrict access, and I don’t know how yet.
Then it should be fine. But once check if a entry to Link-Attachment is there or not. And to restrict access you will be needing an entry to Link-Attachment to create Access when.
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