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Get document information in a fusion scenario

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Level 3

Hi, I'm working on a scenario that triggers when a task status is updated to be completed. It gets the task details and if there are documents associated with task, it should get the details like document id and name. I was able to get the task details and find if task has documents or not but when I do read a related record on task, I'm not able to get document details. 

Scenario : 

Screenshot 2024-09-12 at 9.48.06 AM.png

 Result of read a record module:

Screenshot 2024-09-12 at 9.50.26 AM.png

Configuration of read a related record module:

Screenshot 2024-09-12 at 9.54.37 AM.png


Result of read a related record module:

Screenshot 2024-09-12 at 9.53.15 AM.png

 Am I missing any configuration? Thanks in advance!

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1 Solução aceita

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Resposta correta de
Level 4

Hi Prachiz

 

Why have you set your read related records to Document Folder?  If the document is on the task then the record type would be Task and the Collection would be Documents.

 

All the best

 

Stuart 

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2 Respostas

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Resposta correta de
Level 4

Hi Prachiz

 

Why have you set your read related records to Document Folder?  If the document is on the task then the record type would be Task and the Collection would be Documents.

 

All the best

 

Stuart 

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Level 3

I'm a newbie! Thanks @stuartcairns! It's working now.