Workflow - adding attachments

(4) Share

Report

Posted on by MS-30051256-0

206

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

I have the same question (0)

All responses (5)

Answers (1)

Sort by

Suggested answer

Adis 6,602 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

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

If this helped, please mark it as "Verified" for others facing the same issue

Keep in mind that it is possible to mark more than one answer as verified

Was this reply helpful? Yes No
Suggested answer

CA Neeraj Kumar 5,099 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

Hi Martyn,

As you mentioned, document attachment is not working after journal approval, that can be resolved using Active Document Tables configuration in document management.

Regards,

Neeraj

Was this reply helpful? Yes No
Suggested answer

Alireza Eshaghzadeh 14,841 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

Hi,
Active document tables (Organization administration > Document management > Active document tables) enables attachments for specific forms or tables.
You can evaluate activating this option for the Workflow history table if you want to allow document attachments there.

Was this reply helpful? Yes No
MS-30051256-0 206 on at

Like (1)

Report
Copy link

Link copied!

Thanks all

I have it working in our test environment but have one question. From a security aspect, are these attachments stored in the same place as attachments we would have added before workflow/posting?

The

The Office Web Apps Server box prompted this question.

Thanks

Martyn

Was this reply helpful? Yes No
Verified answer

CA Neeraj Kumar 5,099 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

From my understanding,

Office Web Apps Server is given to watch the attachments at browser level even if the respective application is not used (excel or word), so it is mainly to allow you open the attachment in the browser.

By default the attachments save in blob storage (default) [Other experts can confirm on this understanding.]

Regards,

Neeraj Kumar

2 people found this reply helpful.

Was this reply helpful? Yes No