Workflow considerations for attachment pools
Attachment pool and attachment field database names can be used as field references in workflow (see Name field). You can use all attachment pool and attachment field properties in active link, filter, and escalation actions. You can use the actions listed in the following table.
Workflow actions for attachments
|Change Field active link||Shows or hides an attachment pool, and sets focus to it.|
|Message||Displays the name of an attached file in a message.|
|Set Fields and Push Fields||Transfers attachment data from one attachment field to another attachment field. You can also use Set Fields to display an attachment in a view field.|
|Set Fields and Run Process active link||
Adds, saves, opens, or deletes attachments. The following Run Process commands are available:
For more information, see Defining workflow to automate processes.