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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow - adding atta...
Finance | Project Operations, Human Resources, ...
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Workflow - adding attachments

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Posted on by MS-30051256-0 162
Hi
 
Is there a way we can add/attach a document to a workflow itself, a bit like where we add a comment?
 
We have a process where the approver checks against a source document and when happy presses the button.  It would be good to save that as we cannot attach to the journal batch post approval.
 
Many thanks in advance
 
Martyn
Categories:
Dynamics 365 Finance
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  • Suggested answer
    Adis Profile Picture
    Adis 5,709 Super User 2025 Season 2 on at
    Workflow - adding attachments
    Hey,
     
    Thats not possible. In our processes the approver attaches files on the record itself, i.e. when a tax exempt number is to be approved, the approver attaches it on the vendor and approves the workflow.
     

    Kind regards, Adis

     

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