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Aurena - Attach document in My Call Center> New Case

  • December 3, 2021
  • 2 replies
  • 199 views
jeff.nattermann
Sidekick (Customer)
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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

Best answer by ldeberdt

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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2 replies

Mathias Dahl
Superhero (Employee)
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  • Mathias Dahl
  • Superhero (Employee)
  • 2824 replies
  • December 6, 2021

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

 

/Mathias
L
Do Gooder (Customer)
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  • ldeberdt
  • Do Gooder (Customer)
  • 4 replies
  • Answer
  • March 4, 2022

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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