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Hi All,

I want to automatically copy or clone image attachments from a Place to its associated Task. For example, if an image is attached to the Place (in the Attachment tab), I want that image to be included in the Task (in the attchment tab) whenever a new Task is created in the Place’s Service History.

It would be great if you help me with this issue.


Best Regards,
Akshay.
 

Hi ​@RTTPAAKDE 

You need a custom process and business rule.

After ‘task insert commit’, you run a BATCH XML.

  1. <hierarchy_select> - Select the record from place_attachment according to place_id value.
  2. <update_task_attachment> - Insert the record into task_attachment and connect the task_id.

You will need to manage multiple attachments in case it is a valid scenario. If not, one attachment is as mentioned above.

Cheers!

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