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Thank you for your video, I created this flow but it does not work for me. It looks like the second assignement step does not find any records: {!CDLList} Add {!CDLRecord} Result {!CDLList} = "[ContentDocumentLink (No ID)]" but in first assignemtnt there is content document ID populated correctly: {!CDLRecord.Visibility} = "AllUsers" {!CDLRecord.ContentDocumentId} = "069Pt000002UabBIAS" {!CDLRecord.ShareType} = "V" {!CDLRecord.LinkedEntityId} = "08pPt000000C3wbIAC" Can you please help me with this?
Hi Sir, I have a doubt. How to write a apex class for the above. I'm trying that, whenever I clicked on button on case UI, that case attachments should move to another object.
I'm trying to use it for this scenario: a case is create out of salesforce, and when is created usually have files that saves on attachments. as case is created immediately a flow create an opportunity. what i need is: for this opp created i need to clone/copy all files saved on the case. i tried just like your video, but its not working. can you help me with that?
my flow is just coppying one file, i already check your video 10 times. Im coppying the files to a contact (which is related by lookup filter). what can I do to solve it?
Sanjay I used it to transfer email message attachments to a file, and it works almost perfectly. Thank you! One question: The new file is created, but it is not saved under '{!$Record.RelatedToId}', just in the org generally. This issue persists even though the debug log shows a correct LinkedEntityId. Does anyone have any idea why this might be happening?
We can't save this record because the “Copy files from opp to account” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to create records: DUPLICATE_VALUE: Document with ID: 0692w00000NJLkQ is already linked with the entity with ID: 0012w00001996Cb. You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 2044449192-851615 (101033844)ok up ExceptionCode values in the SOAP API Developer Guide. Error ID: 2044449192-851615 (101033844) I am getting this error while updating 2 files
I was also getting this error but I added a decision element with one outcome of Resource CDL Record > Linked Entity ID equals $record > Account ID > Account ID and then a default outcome and moved the create record element to after the default outcome so that is the CDL already exists on the account it just flows to the end and does not try to create a duplicate. Hope this helps!
Sanjay this is brilliant, thank you so much for this in depth practice example.
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Please like and subscribe to support the efforts.
Thank you for your video, I created this flow but it does not work for me. It looks like the second assignement step does not find any records:
{!CDLList} Add {!CDLRecord}
Result
{!CDLList} = "[ContentDocumentLink (No ID)]"
but in first assignemtnt there is content document ID populated correctly:
{!CDLRecord.Visibility} = "AllUsers"
{!CDLRecord.ContentDocumentId} = "069Pt000002UabBIAS"
{!CDLRecord.ShareType} = "V"
{!CDLRecord.LinkedEntityId} = "08pPt000000C3wbIAC"
Can you please help me with this?
Hi Sir, I have a doubt. How to write a apex class for the above. I'm trying that, whenever I clicked on button on case UI, that case attachments should move to another object.
7/18/2023 worked.
I'm trying to use it for this scenario: a case is create out of salesforce, and when is created usually have files that saves on attachments. as case is created immediately a flow create an opportunity. what i need is: for this opp created i need to clone/copy all files saved on the case. i tried just like your video, but its not working. can you help me with that?
Is there a way to have files also carry over to the account if they are uploaded after the opportunity is already marked closed won?
Can we specify which files to be moved to account
Could you please share how to add related files into specific library folder?
In my case data is not getting in get records and even I have used LinkedEntityId also. Don't know why. Will u plz suggest me
my flow is just coppying one file, i already check your video 10 times. Im coppying the files to a contact (which is related by lookup filter). what can I do to solve it?
Can we use custom object instead of account ?
Yes
Will this duplicate the files brought over if you save an opportunity after the file is added/saved.
Yes when you save the opp the file will be copied to acc.
Sanjay
I used it to transfer email message attachments to a file, and it works almost perfectly. Thank you!
One question:
The new file is created, but it is not saved under '{!$Record.RelatedToId}', just in the org generally.
This issue persists even though the debug log shows a correct LinkedEntityId.
Does anyone have any idea why this might be happening?
We can't save this record because the “Copy files from opp to account” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to create records: DUPLICATE_VALUE: Document with ID: 0692w00000NJLkQ is already linked with the entity with ID: 0012w00001996Cb. You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 2044449192-851615 (101033844)ok up ExceptionCode values in the SOAP API Developer Guide. Error ID: 2044449192-851615 (101033844)
I am getting this error while updating 2 files
I was also getting this error but I added a decision element with one outcome of Resource CDL Record > Linked Entity ID equals $record > Account ID > Account ID and then a default outcome and moved the create record element to after the default outcome so that is the CDL already exists on the account it just flows to the end and does not try to create a duplicate. Hope this helps!