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‎02-08-2024 01:29 AM
Is there a way to transfer attachments, work notes, and comments created before the service bridge connection was established? For us, only comments and attachments added after the service bridge was created (condition was met) are transferred.
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‎02-08-2024 06:26 AM
OOTB it will only transfer attachments, work notes, and comments on/after the connection is established for the record. However you could add your own logic to send the pre-existing content to the Remote Task which would then send it over.
For Work Notes and Comments, you will have to query the journal to get the pre-existing entries since they will not be directly in the record. Same for attachments, find any associated associated. I will see if I can find any examples.
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‎02-08-2024 08:48 AM
Yes, it will be along these lines, you are on the right track. Potentially some differences based on whether the remote task is created on the Provider or Consumer side. I believe on the Consumer instance with a simple trigger, the remote task will be created with the after BR of "Manage task updates" which calls on the SI "SBRemoteTaskUtil". When a Remote Task is created on the Provider side, it should be calling on the Flow Designer action "Create remote task for Consumer" which then calls on the "PSBRemoteTaskUtil".
Logic is just as you wrote, however I am not certain off hand WHERE the trigger should be set (ie. After BR, flow....). I will look for more detail on this.