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A
aembee
Level 3
September 12, 2024
Solved

Get document information in a fusion scenario

  • September 12, 2024
  • 1 reply
  • 1009 views

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 : 

 Result of read a record module:

Configuration of read a related record module:

 


Result of read a related record module:

 Am I missing any configuration? Thanks in advance!

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Best answer by stuartcairns

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 

1 reply

S
stuartcairnsAccepted solution
Level 4
September 12, 2024

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 

    A
    aembeeAuthor
    Level 3
    September 12, 2024

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

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