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Fgavery
Level: Powered On

Appointment Attachments

Trying to develop a flow that e-mails the attachment to an appointment when the attachment is added to the appointment. I was able to locate where the attachment is stored but when I use a D365 “when record is created” trigger it never fires when attachments are added to the appointment.   The appointment has to be created before you can add attachments so triggering off the appointment created ( which does fire) does not help. Any help would be appreciated. 

2 REPLIES 2
Dual Super User
Dual Super User

Re: Appointment Attachments

Hi, Just wanted to get some more clarity on this one. 

 

SO are you adding the attachment when you create the new record? Or are you doing it after creating the record and then going back to the record and adding the attachment? 

 

In the latter case, you will have to choose the "When a record is updated trigger". 

 

Hope this Helps!

 

Thanks. 

Community Support Team
Community Support Team

Re: Appointment Attachments

Hi @Fgavery ,

 

The issue could be reproduced by me.

 

When an attachment is added to an appointment, the flow won’t be triggered with trigger When a record is created in Attachment entity.

 

I have also tested with trigger When a record is updated in Appointment entity. However, it only works for other fields but not Attachment field.

 

I am trying to find out a reasonable solution on this issue, will back to you later.

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
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