Is it best practice to delete the attachment once added attachment case form on CSM portal?
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05-29-2024 12:15 AM
Hi Community,
Is it best practice to delete the attachment once added attachment in case form on CSM portal from incident?
Thanks,
Srinivasu
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05-29-2024 12:49 AM
Can you please explain your use case? I am not sure what it is you are asking.
Deleting something is rarely best practice, but it could be something you need to do. Just not sure if that's the case here.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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05-29-2024 02:33 AM
Hi @Mark Manders ,
I have created record producer case form on CSM Portal
in that case form i have added attachment to which is passing to incident as well but whenever i have deleted the attachment from incident, It will not delete in case form on CSM Portal.
Is it best practice to delete the attachment once added attachment in case form on CSM portal from incident?
Thanks,
Srinivasu
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05-29-2024 02:50 AM
The question is: why would you need to delete it from the Case form as well?
An attachment on the Case isn't the same attachment as on the Incident. ServiceNow copies the attachment and the instance will have two: one on the incident and one on the case. If you need to delete them both, when deleted on one, you will need to create logic for that.
I don't understand your 'best practice' part of the question. You either need the attachment or you don't. There is no best practice in that. The question just is: should it be removed and only you know the use case and can answer that. If so, you will need to do a lookup to the related record and find the copy of the attachment to delete that as well.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark