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Copy or Link Documents/Attachments from one Enity to another via Workflow?

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  • Copy or Link Documents/Attachments from one Enity to another via Workflow?

    I have a workflow that when an Opportunity is converted to an Account I can copy over the field values just fine.
    Is it possible to take any attachments in Documents or even a field with Multiple attachments and move/copy/link them to the newly created Account?

    I found there is an option to "Link with another Entity" in the workflow rules, however it wants me to choose a specific file/document/attachment that is already uploaded. which is not what I want.
    Last edited by khopper; 11-30-2017, 06:40 PM.

  • #2
    Hello
    You can use action Upgrade Related Entity, select needed relation, and set in formula
    Code:
    parentId = targetEntity\attribute('accountId'); (or other field)
    parentType = 'Account';

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    • #3
      I don't have an option in actions to "Upgrade Related Entity", do you mean "Update Related Record"?

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      • #4
        In different versions labels can be different as well. Of course.
        Also check, what field you need to set. It was just a tip.

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