Copy attachment in flow designer

JohnnySnow
Kilo Sage

Hi Team,

 

We have are currently using the LCE and in below is a high level flow:

 

1. User raises request.

2. User gets a task to accept/reject the offer letter. (E-signature hr task)

3. After user accepts, ABC team gets a task, in this task we have to attach(or copy) the signed offer letter(pdf) from HR Case.

 

We are using sub-flows to do all this tasks.

When I create a HR task for the ABC team (screenshot below) I've to wait for its completion to move further in the flow. If I don't wait, it would complete all the further steps and end sub-flow. If I wait for completion then ABC team don't have access to the pdf (which I'm copying in steps 1  - 4) 

 

How do I copy the attachment after task creation?

 

JohnnySnow_0-1687252189141.png

 

Thanks
Johnny

Please mark this response as correct or helpful if it assisted you with your question.
1 ACCEPTED SOLUTION

Ahmmed Ali
Mega Sage

Hello @JohnnySnow 

 

You can add Flow login "Do the following in parallel" before the task creation. Then in one extension create the task. In another extension, add timer for few seconds delay to make sure task is created. Then copy lookup for attachment and copy to the task.

 

Below is the example parallel activity config.

 

AhmmedAli_0-1687253251129.png

 

 

Note:  Since task is being created in parallel, it will not be available to be selected in reference pickup in flow. Instead, you can query task table with your Case record reference to get particular task created, then copy the attachment there.

 

Thanks,

Ali

 

 

If I could help you with your Query then, please hit the Thumb Icon and mark my answer as Correct!!

Thank you,
Ali

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3 REPLIES 3

Ahmmed Ali
Mega Sage

Hello @JohnnySnow 

 

You can add Flow login "Do the following in parallel" before the task creation. Then in one extension create the task. In another extension, add timer for few seconds delay to make sure task is created. Then copy lookup for attachment and copy to the task.

 

Below is the example parallel activity config.

 

AhmmedAli_0-1687253251129.png

 

 

Note:  Since task is being created in parallel, it will not be available to be selected in reference pickup in flow. Instead, you can query task table with your Case record reference to get particular task created, then copy the attachment there.

 

Thanks,

Ali

 

 

If I could help you with your Query then, please hit the Thumb Icon and mark my answer as Correct!!

Thank you,
Ali

Community Alums
Not applicable

A late reply but I would have suggested you do not check the "Wait for" on the HR task and instead add a "Wait for condition" after copying the attachment which waits for the HR task to be active=false (or the states if you would prefer) - that keeps any flow data pills accessible throughout

Anupriya23
Tera Contributor

Hi Johnny,

 

I am working on similar requirement of copying attachment from hr case to hr task. i used the below steps but attachment doesn't get copies to hr task also flow doesn't trigger any error and gives all the correct output.

Any idea what could be the cause?copy att issue.png