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Create a case and automatically attach a file?
I want to be able to create a Case and when the Case is created automatically link a File or Attachment.
I have a word document that I want attached to cases when they are created.
What is the best way to achieve this? Presumably it will require Apex code? Will I need to make a copy of the Word document from somewhere then create the required File records to attach it to the Case?
I have a word document that I want attached to cases when they are created.
What is the best way to achieve this? Presumably it will require Apex code? Will I need to make a copy of the Word document from somewhere then create the required File records to attach it to the Case?
Hope this helps!
All Answers
First upload your word document in salesforce document object
You need to create a trigger on Case Object and query that uploded document and create attachment records .
Example
https://www.sfdc99.com/2013/05/12/example-how-to-write-a-simple-apex-trigger-2/
Hope this helps.
If I reference the document in the trigger, will I need to make a copy of the document, then link the new document to the Case?
I want a new copy of the document attached to every new case.
Hope this helps!