Copy attachment from interaction chat to Request

[Community Alums]

whenever agent creates any request, all the attachment should be copied from interaction chat to request (REQ/RITM).

How to do this via flow designer.

what can be the trigger condition and how to look up record

[Vishal Jaswal · Accepted solution]

Hello @Community Alums 

Actions Explained:

NOTE: For Target record, use the data pill to select and ensure to run your flow as System User.

[Vishal Jaswal · Accepted solution]

Hello @Community Alums 

Actions Explained:

NOTE: For Target record, use the data pill to select and ensure to run your flow as System User.

[Community Alums]

My target record is RITM and somehow your flow is not working. and trigger condition which is interaction is also not working

[Vishal Jaswal]

Hello @Community Alums 

If possible, please share screenshots (should be visible) of your flow.

[Hemanth M · Accepted solution]

Hi @Community Alums ,

your flow trigger should on the "interaction_related_record" which captures interaction - task related records, you can run once interaction is updated/closed, verify task on interaction_related_record table to copy attachments!