Product Documentation
Podio
View PDF

Workflow Automation: Attach Files

January 22, 2024
Contributed by: 
P P

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

  1. Set flow to Trigger on Update of an Item in App A

    Attach Items 1

  2. Add Filters to decide if the flow has run

  3. 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) Attach Items 2 Next, create a flow to collect the files from the old Item in App A to the new Item in App B

  4. Set flow to Trigger on Create of an Item in App B

    Attach Items 3

  5. Add the Get Referenced Item action and set to follow the reference direction to the App

    Attach Items 4

  6. 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.

    Attach Items 5

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’

Attach Items 6

Finally, create a flow to delete the original Item.

  1. Set flow to Trigger on Update of an Item in App A

Attach Items 7

  1. Add Filters to decide of the flow is ran
  2. Add the Delete Item action

Attach Items 8

Workflow Automation: Attach Files
January 22, 2024
Contributed by: 
P P
January 22, 2024
Contributed by: 
P P

In this article

Site feedback | Privacy and legal terms | Cookie preferences
©Progress Software all rights reserved