Discussions

I just finished creating the Upload Multiple Documents logic from the Magic Buttons app.  Does anyone have a process they'd like to share (button or Pipeline) that "moves" the File Attachments from the Parent table over to the newly created Documents/Images child table without requiring a download?

This can be done with a Pipeline.

Search the parent records for those with a file attachment on the parent record.

Then a For Each loop.

Create a Child record.

Then use the Upload a File step form the Attachments Step.  use the file transfer handle from the Step A as the source.

I just finished creating the Upload Multiple Documents logic from the Magic Buttons app.  Does anyone have a process they'd like to share (button or Pipeline) that "moves" the File Attachments from the Parent table over to the newly created Documents/Images child table without requiring a download?

Thank you Mark. The pipeline works beautifully BUT how would I go about creating the child records with the Older Versions of the File Attachments (if possible)? The users were uploading the different files in the same attachment field like this... and Pipeline only created a child record with the Current file. I need all 5 versions to be children records.

This can be done with a Pipeline.

Search the parent records for those with a file attachment on the parent record.

Then a For Each loop.

Create a Child record.

Then use the Upload a File step form the Attachments Step.  use the file transfer handle from the Step A as the source.

I just finished creating the Upload Multiple Documents logic from the Magic Buttons app.  Does anyone have a process they'd like to share (button or Pipeline) that "moves" the File Attachments from the Parent table over to the newly created Documents/Images child table without requiring a download?

Wow, I don't think that is possible.   I suggest that you put in a support ticket to see if there is a way to access those historical versions.  I don't see anything in the file transfer Handle (URL) that would specify the version.

Thank you Mark. The pipeline works beautifully BUT how would I go about creating the child records with the Older Versions of the File Attachments (if possible)? The users were uploading the different files in the same attachment field like this... and Pipeline only created a child record with the Current file. I need all 5 versions to be children records.

This can be done with a Pipeline.

Search the parent records for those with a file attachment on the parent record.

Then a For Each loop.

Create a Child record.

Then use the Upload a File step form the Attachments Step.  use the file transfer handle from the Step A as the source.

I just finished creating the Upload Multiple Documents logic from the Magic Buttons app.  Does anyone have a process they'd like to share (button or Pipeline) that "moves" the File Attachments from the Parent table over to the newly created Documents/Images child table without requiring a download?