Administrators » Workflow Action Types » Attach File


Attach File

By default, Workflow automatically adds this action as a non-transitional action on all workflow statuses, and applies default configuration settings. You can deselect the action when you create a new status, and can add other actions. You can later remove actions, or modify the action settings.

The Attach File action enables end users to attach files to the case. Users can also label the attachment to easily identify the contents of the uploaded file. Workflow allows users to upload an unlimited number of files of any file type, up to 25MB per file. You can set restrictions for file size, file type, and the number of files users can attach to a case in the Advanced Settings. You can also use scripts to validate file types that users upload at the time the file is uploaded. See Execute Script on File Uploads for more information. 

Workflow doesn't display the Attachments panel on the case details page until the case has an attachment. Users will initially use the Attach File action in the Actions panel to add a file attachment. Then, they will be able to use the icon, or a link in the Attachments panel to add new attachments.

After a file is attached, end users can also add file revisions, replace the file, preview, download the file, and delete the file from the Attachments panel.  The Attach File action needs to be added in order for end users to add file revisions.

You can also configure the Delete Attachment action if you want to enable users to delete attachments they've added. When either the Delete Attachment or Attach File actions are unavailable to the user, then users will not be able to replace files.

Workflow enables you to customize these specific settings for this action type:



Default Comment / Attachment Visibility

Select this checkbox to select public visibility by default for the attachment or comment. This option is enabled by default.

Clear all approvals

Select to delete all user approvals in a multi user approval action, after the action executes. 

Follower Settings

Select from these options that are enabled by default:

  • Display the Follow this case option that enables users to follow a case.
  • Select Follow this case by default. 

Feed Activity Description

Enter the activity description that will display to end users in the Activity column on a feed.

Note: The user's feed must be configured to include the Activity column in order for the description to display. These options are enabled by default.

Max File Size

Enter the maximum file size in KB that users are able to upload. Value cannot exceed 25,000 which is the maximum file size Workflow allows. 

File Types

Select from the following file type(s) that users will be able to upload: 

  • Archive (zip, rar)
  • CSV (csv)
  • MS Excel (xla, xls, xlb, xlc, xld, xlm, xlv, xlw, xlsx)
  • Executables (com, exe, bat)
  • Shockwave Flash (swf)
  • Images (bmp, jpg, png, gif)
  • Java Script (js, asp, jsp, sql)
  • PDF File (pdf)
  • MS PowerPoint (pps, pptx, ppt, pptm, ppsx, ppsm)
  • RTF (rtf)
  • Text Documents (txt, properties)
  • Web Pages (html, htm)
  • Workflow Backup (wfb)
  • MS Word (doc, docm, docx, dotx, dot)
  • XML (xml)
  • Zip (zip)

Use your CTRL key to select multiple file types. 

Message Shown After Action Execution

Enter a message that will display after the action is performed. 

Next Action System ID

Enter the system ID of the action that executes automatically after the current action.