Dynamics Community Forum Thread Details

Workflow Attachments

Hello. We are running GP2015R2 with Workflow. I am configuring the Payables Transaction Approval workflows. We have the system setup to forward the attachments (scanned invoices in this case) with the email notification. We have noticed two issues.

(1) there are two ways to attach documents but only 1 way gets sent with the email. If we attach the invoice using the paperclip on the main screen, it gets sent with the email. If we attach the invoice using the paperclip from the Notes button, it does not get sent with the email. Our users consider both methods of attaching documents interchangeable. Apparently they are not. Can someone provide clarity on the two methods of attaching for me? I sense a project is coming to move all the thousands of existing attachments from one screen to the other.

(2) once an invoice is approved, the attachment disappears from the transaction. Where does it go? Why is it removed / no longer attached? We need it to stay - how can we make this happen?

Thanks in advance for your comments.

-Trevor

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