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Move Attachment from one Object Record to another Object Record

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Grill Chef
Grill Chef

Move Attachment from one Object Record to another Object Record

Is there a way via an SFM for a document attached to the PM to auto attach to any Work Order created off of that PM?

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Grill Chef
Grill Chef

Re: Move Attachment from one Object Record to another Object Record

More details...  For example, I have a PM, my sales team attaches a site map of the building showing where each product is installed at the Location with the PM, when I create a WO off of that PM I would like the Attachment to follow it

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Sushi Chef
Sushi Chef

Re: Move Attachment from one Object Record to another Object Record

HI Shiva,

Did you ever find a way to do this?  We want to do the same thing from a case to a work order.

Thanks,

Susan

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Grill Chef
Grill Chef

Re: Move Attachment from one Object Record to another Object Record

No I did not

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