Is there a way to upload an attachment to multiple records at one time?

[Karen16]

Hi,

We have the need to upload a document as an attachment to multiple records at the same time.  Currently this is a time-consuming process for our users. 

Thanks,

Karen

[Tony Chatfield1]

Hi, if there is some clearly defined relationship between the records IE always copy a subtasks attachments to the parent task... You should be able to automate via an on insert BR for the sys_attachment table.

[Karen16]

Hi Tony,

Unfortunately no.  Our users will run a report which they'd like to associate with multiple case records and then want a way to upload to all the cases at once so they are not doing so much manual work attaching the document.  They were hoping for something similar to when they group a set of records and update a field via the list. 

Thanks,

Karen

[Brian Lancaster · Accepted solution]

My thought would be to create a Service Catalog item with a list collector that point to the task table.  Then they can choose on the ticket number they want to add the attachment to and add the attachment to the item.  Once submitted you could loop thought the records and use copy attachment to put the attachment on the records.