Skip to main content

Attaching screen captures to a case

Suggest edit Updated on November 26, 2021

To document values that users enter during case processing, create screen captures of user inputs, and then save the captures as PDF files. By documenting input values, you can understand how users interact with a case and, after case resolution, analyze the information that users provide.

For example, you can create a PDF that contains details of a complaint that a customer files so that you can download the PDF for additional processing. For example, you can then download the PDF, print it, and attach to relevant offline documentation; or download the PDF and send via email to interested stakeholders.
Note: Only standard Pega Platform applications support attaching PDF documents to cases. Applications that you build on Cosmos React do not support this feature.
  1. Add the Create PDF shape to the case life cycle:
    1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
    2. In a process in which you want to add the shape, click StepMoreAutomationsCreate PDF.
    3. Click Select.
  2. In the Step properties pane, in the Select view list, select a view that you want to include as a PDF screen capture.For example: To create a PDF file that contains case attachments, select Case attachments.
  3. In the PDF orientation section, specify the file layout.
  4. In the PDF name field, enter a descriptive name for the document, for example, Complaint.
  5. In the Attachment category list, select an option that describes the business classification of the screen capture.
  6. Optional: In the Audit note field, enter the audit note.
  7. Click Save.
Result: At run time, your application takes a screen capture of the section that you select, and then saves the capture as a PDF file in the Recent content section of a case.For example: The following figure shows a form that customers complete to file a complaint about their stay at a hotel. At run time, the form is available as a PDF for a customer service representatives (CSR) who processes a case. A CSR can view and download the PDF that contains information that the customer provides.
PDF attached to a case
A PDF that contains information provided by a customer.
Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us