If the file is in QB you should just be able to search for the record(or trigger)>Fetch the CSV>iterate over the CSV>add records.
Bulk record stuff makes my brain work too hard.
Thanks Greg.
Your recommendation looks similar to Gary's earlier. Now that 2 of you have offered that working solution, I am starting to think my original logic of how the "Import with CSV" works may be flawed.
I was trying to get it to work by just providing the entire file URL versus fetching a specific record containing the file and then using {{a.document.file_transfer_handle}} as the URL (which worked just fine).
Thanks again for your input!
