How to use Attach Files in Properties to add multiple attachments to contact properties.
Attach Files in Properties main feature
This app enables you to automatically populate a property with a downloadable link of an attachment associated with a contact.
How to manage multiple attachments
In a scenario where a contact has multiple attachments associated, the Attach Files in Properties app still allows you to effortlessly add downloadable links to your contact properties.
For instance, consider a situation where a contact needs to receive both a contract and a privacy terms document. Let's delve into how you can efficiently handle this task.
Step 1. Go to workflow and create a contact-based automation.
Please note: the workflow action is available ONLY for CONTACT-BASED workflows.
The app adds 1 new action to the Workflow tool.
Step 2. Select the brand new workflow action from the Connected apps section.
This Workflow action enables users to automatically populate a property with a downloadable link of a chosen file.
In this specific case where there are 2 attachments that require downloadable links, you will need to add the workflow action twice.
Users can take advantage of the Attach Files in Properties app by including this action up to 5 times, as the app automatically creates 5 custom properties upon installation, giving them flexibility and multiple options for managing attachments.
Step 3. Choose the file to be processed.
In the "Filename substring" field, enter a text that fully or partially matches the desired filename. You can input the complete filename, including its file extension (e.g. contract.pdf).
Please be aware that the app uses a BROAD MATCH type (not an exact match) so make sure that only the files that you want to include in the download have that string in the name.
This operation is essential to filter the specific file you want to process.
Only the files that contain this string in their filename will be processed by the Workflow.
Step 4. Choose the property to store the file link.
In the “Target property” field, select the contact property to be populated with the downloadable link value.
Choose a different target property to store link of the additional attachment.
Step 5. Links validity
In the "Link valid for" field, insert the number of days for which you want the links to be valid.
Please be aware that the links will remain valid for the specified number of days, but they will expire after the first access.
Don't forget to test the automation!
Publish your Workflow, enter a contact page and manually attach a file to a contact.
Step 7. Enroll the contact in your Workflow either manually or by triggering one of your rule conditions.
Step 8. Find the “Link to attachment” properties related to your contact, and verify that the Workflow has correctly populated your contact properties with the downloadable links.
