11.07.2023
13:43
Hi,
If I am reading documentation correctly action Add attachment allows copy/move attachment from another workflow to current instance. My case is opposite:
1. I have an invoice approval workflow which in the end requires (business requirement) adding payment confirmation (PDF) from banking systems. Manual process is very time consuming.
2. Each payment confirmation has in transfer's description instance signature from the invoice workflow.
3. I've created another workflow, which is monitoring hotfolder for new payment confirmations and then after adding text layer and OCR AI steps (finding signature of invoice instance) keeping the signature value in the text field.
4. Now I want to copy attachment from the workflow from point 3 to the invoice workflow from point 1 using signature (and then WFD_ID) as a key.
Is it even possible or I should rather take another approach: Invoice workflow will have a systems step with cyclical actions monitoring workflow from point 3 and then if an instance with the same signature field value appears will add attachment to itself and move to the next step?
