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Attach document to workflow
+1Hello! I’m working on creating a new workflow. I found the option to add an External File as a custom field which helps for any document that’s not maintained inside Qualtrax. If i have a document already in our document tree that i’d like to attach to the workflow (in this case, it’s for a literature review assignment log), is it possible to make that connection without using an external file? Thank you!
Best answer by Cody Kestner
Hey Heather!
Super easy to do this and you’re already 90% of the way there. When adding a field in a workflow, add a Document field instead of External File field. This will add a small window that looks right into your Document Tree and allows you to select the document directly.
Two extra tidbits:
- If needed for External File and Document fields, you can head to Admin > Custom Fields and check the box to allow multiple files.
- The Document field will save a snapshot of the current published revision, so when looking at the record in the future you’ll know which copy was being referenced.
Hope this helps, happy Friday!
-Cody
+2Hey Heather!
Super easy to do this and you’re already 90% of the way there. When adding a field in a workflow, add a Document field instead of External File field. This will add a small window that looks right into your Document Tree and allows you to select the document directly.
Two extra tidbits:
- If needed for External File and Document fields, you can head to Admin > Custom Fields and check the box to allow multiple files.
- The Document field will save a snapshot of the current published revision, so when looking at the record in the future you’ll know which copy was being referenced.
Hope this helps, happy Friday!
-Cody
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