Attachments in Care Management

We are working on Care Management version 8. My question is regarding adding attachments on the CM Care Manager portal.

When I open a Member's patient 360 screen, I can add attachment by clicking on the Actions button on the right side. But, even after adding the attachment, I do not see it on the member.

Please let me know if I'm doing any mistake or if it's a bug OOTB. Check screenshots for reference.


***Edited by Moderator Marissa to update platform capability tags****


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February 12, 2019 - 4:46pm

Use Live UI to see just what the "attachments" section is looking at, and then see if that page is present.  You'll probably need to run Tracer when you create the attachment to see if it successfully gets created, and then run Tracer again when rendering the screen.  I don't know the actual code involved, but probably there is some sort of obj-browse (or the like) operation which is looking into all attachments and filtering only those appropriate for your work object.  If the attachment is getting successfully created, then finding that filter condition and observing why your attachment is being rejected for display will probably deliver the info you need to make it render.

February 12, 2019 - 4:53pm

Additional couple things you can try:

1. In your screenshot2, can you select a different source and see if the file is attached?

2. Does the attachment work in the Pega Platform layer? You can run OOTB flow "BasicProcess" under PegaSample-Task class and do attachment. If it works, then attachment feature is broken in Care Management framework. 

3. Follow Ron's suggestion to do the debug. If you cannot find anything about the root cause, you can raise a SR. Pega GCS will further help you. 


February 12, 2019 - 5:42pm
Response to SusanLiu


As I debugged, I came to know that the Data page that pulls the results of the attachments has a report definition sourced and that report definition has a class join. I had to change this class to our implementation class and that fixes the problem.

One question - This report definition is in Pega's Link-Attachment class. To customize this rule, should I extend the class to our implementation layer?

February 15, 2019 - 5:48pm
Response to RahulP29

Could someone please answer my question above?

March 7, 2019 - 2:32pm
Response to RahulP29

Should I extend Pega's Link-Attachment class to our implementation layer if we have to modify the rule?