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Aurena - Attach document in My Call Center> New Case

  • 3 December 2021
  • 2 replies
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Userlevel 3
Badge +6

Hello, we are moving to Aurena and are currently using Apps10, update 10 IEE.

In the Relationship Management> My Call Center> New Case screen, it shows a document can be attached. It appears to upload correctly, but when the case is saved, an error pops up and reads: 

Going to the case details from here and adding the attachment works. 

This post was found for adding Object Connections in IEE and I can see where the projection matches an option: 

However, “MY” Case doesn’t exist in IEE. Therefore, can’t be added there. 

In Aurena, the New Case wizard doesn’t show a projection that I can add, nor does Aurena have an Object Connections screen.

Does anyone know of a solution for adding these in Aurena?

Thanks,

Jeff Nattermnn

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Best answer by ldeberdt 4 March 2022, 17:30

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2 replies

Userlevel 7
Badge +30

Hi,

For assistants, I think there is not, or not always at least, a main entity/LU, so it is hard to know what entity/LU to enable for document attachments.

My guess is you should enable it for CcCase, but I cannot say for sure. This is how it can look in one of our test environments, where several of the Cc LUs have been enabled:

Nevermind all the hash characters there, it’s for testing translatability.

/Mathias

 

Userlevel 1
Badge +3

The process of adding an attachment within the Case Assistant in Aurena doesn’t allow the user to select a document class.  The document class is required so you can set up a default class per Lu in the screen Document Defaults per Object.

 

 

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