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Eric_D_Miller
Eric_D_Miller
Level 5
September 10, 2024
Question

Preventing Duplicate Files From Uploading On A Project

  • September 10, 2024
  • 1 reply
  • 460 views

Hello,

 

I am running a scenario that brings over files from a Salesforce Opportunity to a Workfront Project every 15 minutes but do not know how to program the scenario so that files that already exist on the WF project do not copy over again from Salesforce.

 

Any ideas out there? Thank you in advance!

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1 reply

K
Community Advisor
KatherineLaCommunity Advisor
Community Advisor
September 10, 2024

Just as every record in Workfront has a unique system-generated ID, so to does every record in Salesforce. I'd find some field on the Document object in Workfront to store the unique document ID from Salesforce. I'd try extRefID myself so it's something hidden from users.

 

Once you have that, you have something to compare against in your Fusion logic. 'Does this unique ID from Salesforce have a corresponding Document in this Project in Workfront? If no, download. If yes, ignore.'

 

If they're doing versioning on your SF documents, that will take some extra thought there.

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