Use case: whenever a new account is added I want to add a few agreements (Documents PDF) by default which our contracts team have to upload.
Created a workflow that whenever a new account is added, workflow will add placeholders for the document (agreement) but since the filename (upload button) field is blank, when the contracts team later edits and uploads the file, the file still does not get uploaded.
Alternatively, I was looking to see if there is way to upload a dummy file in filename field in the workflow. Problem is I do not see file name in the work flow module.
Can anyone help??