I feel like I'm missing something really obvious here, but I don't know what it is! I'm executing a simple One-Step to transfer attachments from Incident to Task, however, I can't see any relationships in the transfer attachments step other than the one I'm executing the One-Step from.
The only BO I can transfer attachments to, is the same BO I'm copying them from!
I've confirmed that the 'Task' BO has attachments enabled, and that the account I'm using has full rights to import etc. attachments. There is a 1-Many relationship with tasks (I wondered if it needed to be 1-1 or something, but if that were the case then other BOs linked to Incident would have showed up in the drop down instead).
Any ideas / direction appreciated :)
Yes.... This one doesn't necessarily show you 'Relationships' you can transfer to, like Step Through Children or other related item actions...
Instead, this action tracks the different business objects you've visited in your one-step, and you can choose which of those to transfer to it.
Place a 'go to record' action just before this action to step to the current Task in the relationship, and you'll be able to transfer from Incident to Task.
Thanks! I used this method in one of the one-steps in the BO, and it worked perfectly. I tried to replicate it in a second one-step on the same BO and it would not work at all - no idea why. I gave in and recreated it in an automation process for now!