Documentation

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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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Request Attachments Automation

Use the Request Attachments automation to manage attachments that are linked to a request.

Request Attachments automation

Request attachment tasks

Remove Attachments

This task will remove attachments from the request using the specified options.

  • This automation can be used to remove known image files that have been added to a request when the request has been raised by an email that includes images in an email signature.
  • For security, some attachments may need to be removed once they have been processed and there is no further need to keep them.
  • To help maintain space utilization, after a request has been closed, attachments can be removed. Using the Exclusion option, you can specify the attachments that you want to keep.

Options

  • Request ID: This is a mandatory field. Setting this to Auto will use the global variable for the request that the workflow is running on.
  • Included File Extensions: Add one or more file extensions that match the files that need to be removed.
  • Include Key Words: Comma-separated list of keywords. Attachment filenames that include a key word are to be removed.
  • Exclude Key Words: Comma-separated list of keywords. Attachment filenames that include a key word are not to be removed.
  • Version {{docApp.book.version}}
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In This Document