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Patricia Mozzoni 6 I have a requirement to automatically share a file to a library when it gets attached to a case.
The case is a specific RT and there are 3 libraries to choose from for this type of file. The library can be identified by a field on the Case, Business. Currently, it takes about 5 clicks after uploading the file to the case, to share it to the appropriate library. The request is that I come up with a way such as a custom button or trigger, so that the user does not have to step through sharing to the library. I am having difficulty determining how to approach this issue.
These are the steps take following the upload to the Case, to then share the library manually:
These are the steps take following the upload to the Case, to then share the library manually: