Copying Attachments from Custom Forms to Data Tables

Overview

This article demonstrates how to copy attachments from custom forms in automation to attachment fields in data tables.

Scenario

In the automation process, when opening a custom form step that contains an attachment field named attachment, we want to copy the attachment data uploaded by users in the custom form to a specific record in a data table.

Implementation Plan

Add a Code Snippet step after the Open Custom Form step

var record = automatic.getVar("record"); // This record is the return value from the `Open Custom Form` step
var att = informat.table.createAttachmentStorage("attachmentTable", "attachment", record.attachment.path); //
informat.table.update("attachment", {
  attachment: att,
  id: "i7ewhbiyke22p",
});
//attachmentTable: Identifier of the target data table
//attachment: Identifier of the target data table's attachment field
//i7ewhbiyke22p: ID of a specific record in the target data table