Is it possible to add a file to an Attatchment field via Workflows?

[_4N]

I’m just setting up Docs Automator.
This is what I’ve got so far.

1. DocsAutomator creates the PDF and puts it into the predefined Attatchment field of the Table where the document was created. Lets say its table “Projects”
2. Workflow with Trigger “when projects record is updated”, watching the attatchment field
3. Create new record in “Documents”, take the File from Projecte and put it into the attachment field-

This is where i’m stuck. I can select the Attatchment fields in Projects but not the content.

Is this not possible at all or am i doing something wrong ?

[darragh]

Great question!

You should be able to attach the new document to an email from the very first workflow, where you generate the document, by choosing the output of the DocsAutomator step

Depending on the field type you might not be able to attach it in the second workflow from the Project record directly.

[_4N]

Hm no what I want to do is take the File from the trigger Record and add it to the attatchment field of a new record I am creating.

Here I cannot choose the file

Note: This file is created by docs automator but the Docs Automator scenario is triggered via Webhook and uses the Airtable Integration.

If I use the DocsAutomator Noloco Integration, I can in fact use the generated file and put it into the Attatchment field of a different record.

So it seems like Workflows can handle files but it won’t let me unless its coming from the DocsAutomator Integration?

[darragh]

You’re right - that’s not something we support at the moment, only files from DocsAutomator can be added to your records

[_4N]

Ah I see okay. I shall suggest this feature then, it would be very handy actually.

I can use Airtable to do this but in this particular case it would be much nicer to do everything in one workflow as i need Information from the other steps in the Record that should have the Attatchment.