Auto attached document to task

[peg612]

I am working on a catalog request and am trying to have a document already attached to a task when it gets to a department. This document is going to have to already be in Service-now and not something a user would upload in a earlier task. This way the department can download the document and fill it out. Is there a way this can be done?

[Pradeep Sharma]

Hi Paul,

Please check the below link where you can copy the attachment from one record to another.

Copy Attachments from Record to Record - ServiceNow Wiki

Thanks,

Pradeep Sharma

[JordanLind]

You can also try uploading a file to service now and the referencing that file on your catalog task:

Legacy:Uploading a File - ServiceNow Wiki

[muniratu]

the provided link doesn't work

[ruzbehv]

Hi Paul,

You can look at creating task templates.   This will allow you to add the attachment as part of the template.

More information can be found here:

Creating Execution Plan Tasks - ServiceNow Wiki > Defining Task Templates

Hope this helps.

Regards,

RV