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Document Attachment Flow

Posted on by 275

Hi all,

Just wondering if anyone has developed any custom related to document attachment flow from one company to the other company?

I know there have been many blogs and code demonstration showing document attachment flow within the same company.

If anyone has done before, mind sharing the tips and tricks on this please?

Appreciate and thanks in advance.

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,159 on at
    RE: Document Attachment Flow

    Two ways to handle it. Use the changecompany function - explained here: https://youtu.be/C36Gp8PxiYo

    Or use an api. I assume you mean the actual attachments rather than how the api views them - Incoming Documents. That will require an api page to be generated. Difference will be in the commands and company ID. Once you have the api page getting the binary files you could use Power Automate or logic apps to perform the process.

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