Attachment restriction in the automation workflow
We have gathered feedback from end users indicating a desire to implement attachment restrictions based on the automation levels. Specifically, they propose displaying a distinct set of attachments during the initial or first-level review and then transitioning to another set of attachments during subsequent stages of the automation process. This enhancement aims to tailor the attachment visibility according to the specific automation phase, providing a more customized and streamlined experience for users at different levels of the workflow.
I believe the issue could be resolved if we have the capability to embed PDFs or other documents directly within the cell like we embed the images in the cell.
Joseph Aloysias| Solutions Lead
vSaaS Global
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