Multiupload Files with Workflow

by cyborgsolution

Upload Multiple Files using a single Multiupload file field. Send Multiupload files as attachments with Email using Workflows.

Free 30 day trial
Try it Now

#700 - Multiupload Files - Workflow converting record

Closed Feature created by t Verified Purchase 7 years ago

Hi I would like to confirm a possible feature

We have a scenario where we have a Lead record

Want to be able to upload files to it

Then, using workflow we want to convert the Lead to a Case

If I create Multi upload fields inside of Leads and Cases is it possible through workflow to transfer the file with the conversion?

  1. cyborgsolution member avatar

    cyborgsolution Provider

    7 years ago

    An upgrade safe solution was provided and deployed on the clients Instance.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
  • Supported Versions
  • 7.0.0 to 7.14.4
Rating

  • "The add-on works great !! The install was very smooth and If you need support the team is very professional!!!" - Luis Landa

    Read More Reviews

Other add-ons of interest

Glances - Integrate SuiteCRM with all your apps

The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.

Featured

Galleria - Image Gallery for Suite CRM

Galleria - Image Gallery for uploading multiple images and viewing them as sliding images gallery

Rating

Drag N Drop Documents

Drag N Drop module helps CRM users to create new Documents and relate it to that specific record just by dropping the files into Drag N Drop sidebar widget. The user can upload multiple files at a time. Using Drag and Drop, users can create and relate a document in 2 – 3 seconds which usually take...
Administration Productivity file upload multiple files files add more files documents multiple documents documents email attachments