Asked by Amitabh Saikia on Aug 7, 2024
Amitabh wants to trigger a workflow based on a specific file being attached to a contact record and needs a reliable way to identify the file.
Answered by Maximilian Holzer
Maximilian suggests avoiding activity triggers. Instead, create a file property, trigger the workflow when that property is known, copy the file details (like name or URL) to a text property, and then use workflow filters/branches based on the text property's value.