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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, 05:40 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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        • #5
          Tanya - this works perfectly for one of my fields however it does not work for documents???

          parentId = targetEntity\attribute('accountId');
          parentType = 'Account';

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          • #6
            It works for all documents. But I asked you to check, what field has to be set for this relation

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            • #7
              Here is exactly what I am attempting to do.
              OPPORTUNITIES (Documents) --> Convert --> ACCOUNT (Documents)
              Make Sense?

              From what I can tell in the backend I want to take the documents from table 'document_opportunity' and move them to table 'account_document', the only thing both tables have in common is column 'document_id' - would 'document_id" be the relation?
              Last edited by khopper; 12-15-2017, 02:02 AM.

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              • #8
                add to the rule opportunitiesIds=list(null);

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                • #9
                  Thank you Tanya!

                  I added what you suggested and its working 100% now!

                  Code:
                  accountsIds=list(targetEntity\attribute('accountId '));
                  opportunitiesIds=list(null);

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