Description

This application provides an integration between Pega 7 and Box to enable joint users to utilize Box as a content source and file store.

Implementation instructions are available here: https://pdn.pega.com/storing-and-sourcing-content-box/storing-and-sourcing-content-box

Storing content in Box
When you create or work on a case type, you can store your case and Pulse attachments in Box.
• To store a case attachment in Box, do the following steps:
1. In the Attachments section, click Attach new, and then click File from device or URL.
2. Complete one of the following steps:
▪ If you clicked File from device in step 1, browse and attach a file to your case.
▪ If you clicked URL in step 1, enter the URL that contains the file that you want to attach to your case.

• To store a Pulse attachment in Box, do the following steps:
1. Optional: Enter a message in the Pulse section.
2. Click Upload file from device.
3. Browse and attach a file to your Pulse message.
4. Click Post.

To see the case or Pulse attachment in Box, log in to your Box account and open the target folder that you selected in your application rule to store content in Box.

Sourcing content from Box
When you create or work on a case type, you can source your case and Pulse attachments from Box.
• To source a case attachment from Box, do the following steps:
1. In the Attachments section, click Attach new, and then click Box.com or the value that you entered in the Label field that is displayed when you select Source from web storage provider on the Integration & security tab of your application rule.
If you are connecting to Box from your application for the first time, you might be prompted to authenticate and authorize your connection with Box before you can select a file from your Box account.
2. Browse for and attach a file from your Box account.
The case attachment is displayed in the Attachments section.
• To source a Pulse attachment from Box, do the following steps:
1. Optional: Enter a message in the Pulse> section.
2. Click Upload external, and then click Box.com or the value that you entered in the Label field that is displayed when you select Source from web storage provider on the Integration & security tab of your application rule.
3. Browse and attach a file from your Box account.
The Pulse message and attachment are displayed in the Pulse section.


Screenshots