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Copy attachment from interaction chat to Request

vdnehete
Tera Contributor

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

2 ACCEPTED SOLUTIONS

Vishal Jaswal
Tera Sage

Hello @vdnehete 

VishalJaswal_0-1787331443591.png

Actions Explained:

VishalJaswal_1-1787331487945.png

 

VishalJaswal_2-1787331509497.png

VishalJaswal_4-1787331591487.png


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

 


Hope that helps!

View solution in original post

Hemanth M
Tera Sage

Hi @vdnehete ,

 

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!

 

 

Accept and hit Helpful if it helps.

Thank you,
Hemanth
Certified Technical Architect (CTA), ServiceNow MVP 2024, 2025,2026

View solution in original post

6 REPLIES 6

In triggger i gave interaction_related_record table only.  1.after trigger my next condition is 'look up records' there i am giving sys_attachment table and adding this script ( as my requirement is duplicate should also be prevented from adding.)
2. after this I am giving IF condition where look up attachment records - is not empty
3. for each condition for attachment records
4. copy attachment  

but getting this error

vdnehete_1-1787406653976.png

 

Hi @vdnehete ,

 

I could see Target Record value is empty, please check that!

 

 

Accept and hit Helpful if it helps.

Thank you,
Hemanth
Certified Technical Architect (CTA), ServiceNow MVP 2024, 2025,2026