Configure Auto Fill Work Attachments Forms From Work Fields

Before you begin, make sure that the process has already been created with the work attachments.

To configure auto-fill work attachments forms, follow the steps below:

  1. Go to App Builder > Processes.

    The Processes page appears.

  2. Click either Activity Process or Checklist Process as per your requirement.

    The Activity Process or Checklist Process page appears.

  3. Click the required process card for which you want to configure auto fill work attachment forms from work fields.
    The work processes in the Activity Process are shown in the above screenshot. If you click on the Checklist Process, the work processes in it will appear.
  4. Under the Auto Fill section, click the Auto Fill Work Attachments Forms card.
  5. Under the Attachment Autofill from Normal Fields column, click the auto-fill icon.
  6. Click the Enable Attachment Submission Auto fill from Work/Form Submission checkbox.
  7. Map the work fields to the respective form submission fields.
  8. Optional: Under the Change value? column, disable the checkbox to enable the users to edit the populated field.
  9. Click Save or Update.