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Automation/Rules on Attachment changes
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09.01.2025
12:08
Ondrej

Hello
How to trigger Automation with standard actions (On attachment add – there is only one action related OneDrive allowed) or trigger Form Rule on attachment changes?
I need it for scenario: Requestor add/add new/overwrite/delete attachment in the very same step without pressing save or going to another step (change in attachments is there even if one close the browser tab without previous saving). We want to notify reviewers about such a changes in attachments, using version 2022.1.4
Thank you.

10.01.2025
13:35
Krystian Golik

Hi, in the described scenario, if you'd like to avoid overwriting the form, here's what comes to mind:

1. Collect data about the most recent attachment updates.
2. Use automation in a technical workflow to send added/updated documents to OneDrive – leveraging a "for each" loop in the automation will be helpful.
3. Save information on the timestamp or state from which the next update should be tracked.
4. Trigger this action at a defined interval.

Alternatively, you can handle this on save or on step completion – by using an action to update the attachment in OneDrive. In the execution condition, compare whether the version of the attachment has changed, and if so, trigger the send.

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