Use formula to insert file from Documents to a field of type File

[iceman17]

How can I use formula to insert a file already in Documents?

[lazovic]

Hi iceman17,

You can use the following formula script:

$documentId = '66276bba76b9d6749'; // define the ID of the document that will be entered in the File field

$documentFileId = record\attribute('Document', $documentId, 'fileId');

fileId = record\create('Attachment',
                       'name', record\attribute('Attachment', $documentFileId, 'name'),
                       'type', record\attribute('Attachment', $documentFileId, 'type'),
                       'size', record\attribute('Attachment', $documentFileId, 'size'),
                       'field', record\attribute('Attachment', $documentFileId, 'field'),
                       'role', record\attribute('Attachment', $documentFileId, 'role'),
                       'storage', record\attribute('Attachment', $documentFileId, 'storage'),
                       'global', record\attribute('Attachment', $documentFileId, 'global'),
                       'relatedId', id,
                       'relatedName', name,
                       'relatedType', 'CTest', // insert your entity name (where the File field is presented)
                       'sourceId', $documentFileId
                       );