Situation: An Opportunity's Stage is driven by what documents have been uploaded. Since I can't trigger a workflow or Process to update a a field based on a file being uploaded, I'm working around that by attaching the file to a Task instead. Then I can use a workflow to update the Opportunity Stage based on a Task field.
But when I attach the file to the Task, it would be nice to have a consolidated list of all files that have been attached to the Opportunity, without having to drill down into each Task. And it would be nice to do this without having to resort to an Apex trigger.
1 件の回答
Hi Steve,
To be honest, I don't think this is something that can be done without custom coding/trigger. This cannot be done via Process Builder alone, and I don't think you can reparent the attachment via Flows either. You can try asking the experts from the group below to see if they provide a different workaround:
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rzcCAA
Thanks!
