When creating a case automatically from an email, is there a way to configure it to add the attachment of the email as an attachment of the case?
When creating a case automatically from an email, is there a way to configure it to add the attachment of the email as an attachment of the case?
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Hello,
At this time, the system does not provide out-of-the-box functionality to automatically attach files from incoming emails to the Attachments list within a case. Email attachments are stored in the ActivityFile object, while case attachments are stored in the CaseFile object, so they are handled separately by design.
As a workaround, you can implement a business process that copies files from ActivityFile to CaseFile whenever an email is linked to a case. Below is an example of how such a process can be configured:
You can learn more about setting up business processes at the following link:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/process-file-element
Best regards,
Malika
Malika,
Thank for responding ! The pictures you sent does not appear ! can you please send them again :)
