Save an email attachment to a "related Documents" table within the app

fenapp
New Member

I have built an app with a โ€œCustomerโ€ table. I also have a โ€œDocumentsโ€ table that is related to the Customer i.e. (Related Documents).
I generate an email (with attachment) through โ€œworkflowโ€.
I want to save the attachment PDF to the related Document.
Is this possible?

0 3 448
3 REPLIES 3

What do you mean? Please elaborate.

My app has a โ€œCustomerโ€ table
I have workflow rule to send an email with a PDF attachment.
I need to save the PDF attachment to a table โ€œDocumentsโ€
(The Documents table is related to the Customer table).

I may advise start reading from here initially:

And then perform some researchโ€ฆ

Top Labels in this Space