Attachment Actions
Create Attachment
Adding an Attachment to a Case by filling in filling in the following parameters in the step.
| Parameter | Description | |
|---|---|---|
| File Identifier | The file identifier of the attachment. You can create a file identifier using the Download File from an URL Action | |
| Name | The Attachment Name | |
| Attachment Type | The type of Attachment | |
| Description | A brief explanation explaining the Attachment | |
| Linked Cases | The Case's ID linked to this Attachment | |
| Custom Fields (JSON Format) | Add a Custom Field in JSON format. Please note that this applies only if you have manually added a custom record column to the subject table. |
Download Attachment
Download an Attachment from a Case by filling in filling in the following parameters in the step.
| Parameter | Description |
|---|---|
| Attachment ID | The ID of the Attachment. It can be the id or the attachment_id field of the attachment |
Delete Attachment
Deleting an Attachment from a Case by filling in filling in the following parameters in the step.
| Parameter | Description |
|---|---|
| Attachment ID | The ID of the Attachment. It can be the id or the attachment_id field of the attachment |
Update Attachment
Updating an already existing Attachment in a Case by filling in filling in the following parameters in the step. This action overwrites all of the attachment's data.
| Parameter | Description |
|---|---|
| Attachment ID | The ID of the Attachment. It can be the id or the attachment_id field of the Attachment |
| Name | The updated Name of the Attachment. |
| Attachment Type | The type of Attachment. |
| Description | A brief explanation explaining the Attachment. |
| Custom Fields (JSON Format) | Add a Custom Field in JSON format. Please note that this applies only if you have manually added a custom record column to the subject table. |
Link Attachment to Case
Linking an Attachment to a Case by filling in filling in the following parameters in the step.
| Parameter | Description |
|---|---|
| Case | The ID of the Case. It can be the id or the case_id field of the Case |
| Attachment ID | The ID of the Attachment. It can be the id or the attachment_id field of the Attachment |
Unlink Attachment from Case
Unlinking an Attachment from a Case by filling in the following parameters in the step.
| Parameter | Description |
|---|---|
| Case | The ID of the Case. It can be the id or the case_id field of the Case |
| Attachment ID | The ID of the Attachment. It can be the id or the attachment_id field of the Attachment |
