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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.

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