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Relate document with opportunity using formula

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  • Relate document with opportunity using formula

    Hello,
    Is possible to relate document with opportunity using formula?
    I would like the attachments that were attached in the attachments field in Opportunity to be linked as Documents.
    Thank you!

  • #2
    Hello Enju
    do you want to write a formula which will start attaching files for new opportunities? Or you want move already existing attachment to documents section?
    Do you have advanced pack?

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    • #3
      Hello emillod
      I wont move already existing attachment to documents section.

      This will be a more complex formula but I got stuck trying to attach attachments to the Documents section:
      If I send an email that is related to Opportunity and contains attachments with a specific name, e.g. Invoice.pdf, I want to attach these files to the Opportunity-related documents section.‚Äč

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      • #4
        You should read about duplicating attachment based on sourceId.

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