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douglasca
Level 2
April 10, 2024
Question

Pass a document to a created task from a request

  • April 10, 2024
  • 3 replies
  • 1179 views

I have a scenario that creates a task from a request (issue) when a custom field is selected. The problem I'm having is how to pass the attached document from the request (issue) to the new task. Does anyone know if this can be done?

 

I'm able to see the document ID in the Watch Record module (first image), but it doesn't appear when mapping the data (second image). 

 

 

 

3 replies

lgaertner
Level 9
April 11, 2024

Hello Douglas, 

 

I created something similar a while ago and will try to find the blueprint of the scenario later.

In general the Workfront modules in Fusion sometimes lack of some functionality or do not provide all available fields.

 

I would put a Read a record module after the Watch record module to fetch the documents of the original issue and go on from there.

 

 

Regards

Lars

douglasca
douglascaAuthor
Level 2
April 16, 2024

Thank you for responding Lars! I've tried this approach but still can't get the document ID to show in the mapping, just the collection ( [1] ).

JohnJOSullivan
Level 5
April 12, 2024

I don't know if I'm being overly simplistic, so forgive me. But I've done something similar and just jerry rigged a quick example Scenario. 

 

 

I have a Search module looking for issues being created in a test project. If it has documents on it, a task is created in the same project.

 

 

 

The documents array is then iterated out so I can grab each document's ID.

 

Then, I use the Misc Actions module to move the documents from the Issue to the Task.

 

 

And, in my example, I zap the issue after it's done.  

 

Is this more or less what you're looking to do?

douglasca
douglascaAuthor
Level 2
April 18, 2024

Thank you for the response, and your suggestion looks perfect. I'm still trying to make it work for my scenario, but this definitely has me moving in the right direction!

kautuk_sahni
Community Manager
Community Manager
September 1, 2025

@douglasca just checking in! Were you able to get this resolved? If one of the replies above helped—whether it completely solved the issue or simply pointed you in the right direction—marking it as accepted can make it much easier for others with the same question to find a solution. And if you found a different way to fix it, sharing your approach would be a great contribution to the community. Your follow-up not only helps close the loop but also ensures others benefit from your experience. Thanks so much for being part of the conversation!

Kautuk Sahni