Hi Community,
I'm trying to configure the Attachment that when a user attaches a file it will then be automatically moved in to the Document Section. Is it possible? I'm thinking overriding a method on FileDetailV2 and will be doing an ESQ for the Document but couldn't find any articles when adding a record with an attachment on it. Do you have any recommendations for me or any idea on how should I deal with this? Thank You
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Hello,
You can create a business process that will be triggered by a record-adding signal and use the [Process file] element to move the file to another section.
[Process file]:
https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…
Hi Nikita,
This is actually very helpful!! I've been able to move those files to the Section I wanted. Much appreciated!
I have another question though, would this process still work on those Emails with attachments? I also wanted to those email w/ attachments to a certain Section. If so, do you know what object I should get it from?
Thank You! :)