I have a working existing Screen Flow that follows like so:
Screen flow Start --> Get Records --> Screen (request info) --> Get Records (queue) --> Create Records (Task) --> Screen (request submitted) --> Email Alert
I have added a files upload component to the Screen (request info), now I need the files to attach to the Create Records (Task).
I have no idea how to do that. Anyone willing to give me some guidance ?
Please let me know if additional information is required to be helpful .
Cheers!
Hi @Pam Martin
To upload and attach a file to a record, the record must be created first. This means, your Create Records (Task) node must be executed before the Screen where you request the info. This is because the File Upload Screen Component requires a Record ID to attach the Files to.
First of all, you should add the Files (not the one titled Attachments) Related List to the Task layout if not present already
Then, the Flow should be similar to the picture below. First, you create the Task, and then, configure the Related Record ID Upload File Screen Component attribute using the returned Id of the Create Task node.
This won't work if we reverse the order. If you upload the file first, the Id of the Task will be empty because it's not created yet, therefore the Flow won't attach it to a record.
This is the result of Debugging the Flow:
