Task attachments Needs to show up in Initiator Document Records — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Task attachments Needs to show up in Initiator Document Records

edited May 6, 2025 4:11PM in Journeys 1 comment

Summary: Like to store attachments to Initiator Document Records.


Content (please ensure you mask any confidential information):

We have a journey tasks

  1. Initiator (employee) submits a request for Leave Of Absence (LOA).
  2. HR LOA specialist review the eligibility of the LOA request and attaches document for reason for approval or denial; this is Questionnaire Type task and Attachment enabled. This attachment is setup to be stored in Document Record. We have 'Attachments are for=Performer' so that saves the attachment to HR LOA Specialist's Document record.

We have requirements to save this attachment to Initiator (Employee) Document Record & notify employee on status of task #2.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!