We have some scheduled tickets created that should include a checklist that the agent must fill in and re-upload. It would be ideal, to be able to attach the template document within the ticket upon creation through the scheduler or through a workflow
New Idea
Attach document through workflow
+5
+11- Top Contributor ⭐
This would be a great idea, maybe make it available in the Add note section and have an attach item from there… they currently can add an image so why not add an attachment..
if you need a workaround for now you could make your checklist an image and add it, or just add the checklist information in the note itself and they can work from it there.
you can add attachment on a note manually so would be nice to have ability to do it via workflow please…
+11- Top Contributor ⭐
Just found this that may help through workflow but have not done anything with it.
https://api.freshservice.com/#attachments
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