Attachment to be added to all the created tasks

[Surekha Nalla]

Hi ,

The user has requested that a checklist Excel file be automatically attached to the "Perform Manual Checks" task once the request is approved.

When a user submits a request and the approval process is completed, three tasks are generated. Out of these three tasks, the "Perform Manual Checks" task should have the checklist Excel file attached automatically.

The user has provided the Excel template that needs to be used for pre-check activities. This same Excel file should be automatically attached to all future "Perform Manual Checks" tasks generated from this catalog item.

[boteeuwen]

You can handle this in Flow Designer without adding custom scripting.

First, open the Catalog Item and attach the Excel checklist template using the paperclip icon. Save the Catalog Item after uploading the file.

Then open the flow connected to that Catalog Item in Flow Designer. Find the Create Task action that creates the Perform Manual Checks task.

Add a Look Up Attachment action and set the table to sc_cat_item. Select the Catalog Item that contains the Excel template.

After that, add a Copy Attachment action.

Use the attachment found in the Look Up Attachment step as the source, and use the task created by the Create Task action as the destination.

Once everything is configured, save and activate the flow. When the task is created, the template should then be copied automatically to that task.

This is a simple way to keep the template managed from the Catalog Item while letting the flow handle the copy