How can I view, edit, and download the attachment from a RTIM.

[rdonlon]

Good Evening Team,

I have a situation where a Requestor downloads and signs a PDF. The Attachment is uploaded to the RTIM.

I have a workflow that executes Approvals for 4 different signatures. I would like to have the ability for each catalog task that is created to have a link or the ability to download the Attachment. At each catalog task, each one of the approvers will need to either view or download the Attachment that was signed by the previous catalog task. The next Approver will sign and save the Attachment or upload/replace the Attachment from the previous Approver.

I know there is the ability to integrate with a Product that will allow the signing of documents at a cost. This will be a temporary solution.

Can anyone assist with the possibility of creating this solution some how?

Thanks,

Rod

[Shivalika]

Hello @rdonlon  

Yes, that's possible. Just add condition that previous catalog task is closed and then add the action "Copy Attachment" for next catalog task.
With the workflow if you are doing, it makes these things complicated. But with flow designer I did today and that too in workspace, its easy with that. 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

Regards,

Shivalika 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

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[Ankur Bawiskar]

@rdonlon 

you can copy the file from RITM to each task everytime the task is created.

You can use 2 approaches

1) after insert business rule on sc_task to copy file from RITM to sc_task

OR

2) use Copy attachment flow action

what did you start with and where are you stuck?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[rdonlon]

Hello Tera,

Thanks so much for responding! I do believe the Copy Attachment will work for the first time I create the catalog task for the first Approver. If the Attachment is copied from the RITM and attached to the catalog task. Can the Approver open it and save it? If they can this will work! Once they sign it I would need the to upload it back to the RITM so when the next Approver gets the copy of the Attachment via the Business Rule the previously Approver copy is copied to the next task.

Is there a way for me to upload or Save the signed copy back to the RITM once an Approver signs the Attachment?

-Best Regards

Rod

[jotisN]

insert business rule on sc_task

[rdonlon]

Hi Shivalika!

Thanks for the advice! Based on what you said I was able to find an alternative solution.

The issue is that once the RITM Attachment was downloaded. The next person the Supervisor once getting to the Approval can download the Attachment, Sign it and Upload it to the catalog task. When the next person gets the download from the Catalog Task they can download it Sign it and then upload during his Approval process and so on. Thanks so much for your help!