How to add a document to a case

Introduction

This How to article focuses on adding documents and its metadata to a case, the same way you can add an uploaded file to a case. When opening the case, you want to see all the files belonging to that case. For displaying the files an Container type: AQ_InstanceList container is used:

The instance list shows document instances that have been added at an earlier stage and persisted using aggregates. This article focuses on how Blueriq Documents are generated, stored in instances and supplemented with metadata so that you are able to display them in a list.

Example

In this example a Blueriq Document will be stored in a Document instance, which is related to a case. This ERD describes the relation:

First step is to create the file from the Document and store it on the filesystem, second step is to get all necessary metadata to display in the list. This results in this flow: 

AQ_Document_Generate

Service configuration

Shown below is the screen for the AQ_Document_Generate service.

Parameters

In Service call type: AQ_Document_Generate all parameters are discussed. In this article, the focus is on the following parameters:

• CreateInstance
  Because the document/file has to appear in an instancelist, I have to create a new instance. In this example a 'Document' instance is created, based in on the entity mentioned in the FileID parameter.
• Relation
  The new Document instance will be added to the Case.Documents relation, because in my example the instancelist only contains 'Case' documents.
• Connection
  The connection is set to 'filesystemconnection', to make sure the file is stored and can be kept permanently. See also How to setup a connection.
• Persistence
  Persistence has to be permanent - in this example on the filesystem - because the file has to be kept in storage due to audittrails. Temporary persistence in memory isn't a suitable solution, because the file will be gone when restarting the Runtime for example.

Summary: a Document instance is created and added to the Case.Documents relation.

AQ_File_GetMetadata

Service configuration

Shown below is the screen for the AQ_File_GetMetadata service.

Parameters

In Service call type: AQ_File_GetMetaData all parameters are discussed. In this example the following data is added as information to the Document instance, because this is the metadata set when generating the file:

• Filename
• Filetype
• Filesize 
• Creation info