Workflow Automation: Attach Files
Use Attach File(s) to attach a file or files from previously collected Items. Files with Workflow Automation cannot be pushed, they can only be pulled. That means that the destination item does the work.
Note: These files must be uploaded to the Podio item directly and not externally on Dropbox, Google Drive, etc.
For example, Workflow Automation is a great tool for archiving Items from App A to App B. When creating an Archive App, be sure to include a Relationship field to the Original App.
First, create a flow to make a copy of the Item in App A
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Set flow to Trigger on Update of an Item in App A
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Add Filters to decide if the flow has run
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Add the Create Item action to create in App B and copy all fields over. Don’t forget to set up the relationship to this Item on the new Item and activate the Hook Event option under (opt)
Next, create a flow to collect the files from the old Item in App A to the new Item in App B
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Set flow to Trigger on Create of an Item in App B
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Add the Get Referenced Item action and set to follow the reference direction to the App
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Add the Attach File(s) action to add the files from the collected App. You can choose All Files or just The Most Recent one.
You can take this a step further and choose to delete the original Item in App A since the Archive has now been created.
First, add another Status option to App A and then do a Refresh from Podio in your Workflow Automation account.
Next, open the flow you created to Attach File(s) and add a Wait action to ensure that the files are copied over and the Update Referenced action to set the status to ‘Ready for Deletion’
Finally, create a flow to delete the original Item.
- Set flow to Trigger on Update of an Item in App A
- Add Filters to decide of the flow is ran
- Add the Delete Item action
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