2 followers Follow

Pushing Files Attached to Customer Down to Projects?

I've had a request to build a workflow rule that takes files attached to a Customer and attaches them to all Projects linked to that Customer automatically. Is that possible? I have a WFR right now that rolls files UP from Tasks to Milestones and Projects, but I can't figure out how to roll them DOWN from a Customer to a Project. Any thoughts? Thanks!

Doug Smith Answered

Please sign in to leave a comment.

1 comment


Hello Doug,

If I understand your requirement correctly, it's possible - the workflow rule should be built on the Attachment link:



Please let me know if this is helpful.

Thank you!

Roland Pumputis 0 votes
Comment actions Permalink