Process Builder Procedures / Dynamics CRM
Parent topic: Dynamics CRM

Add an Attachment to a Dynamics CRM Entity

To add an attachment to an entity for Dynamics CRM, do the procedure in this topic.

Add Attachment Configuration Screen



Prerequisites

Good to Know

How to Start

  1. On the Organizer, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Dynamics CRM tab.
      2. On the Dynamics CRM tab, drag the Add Attachment (Dynamics CRM) activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Add Attachment Configuration screen, click Add Attachment .

Procedure

  1. On the Add Attachment Configuration screen, in the Dynamics CRM field, select your Dynamics CRM access token.

    To create a new access token, click Add Token . For more information, refer to New Dynamics CRM Access Token.

  2. In the Entity Name field, select your entity name.
  3. Complete these fields as necessary.
    Field Name Definition

    File Name
    Function:
    Specifies the name of the file to attach.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    File Path
    Function:
    Specifies the location of the attachment file.
    Accepted Values:
    An absolute path and file name on the AgilePoint Server or SharePoint Server.

    Note these:

    • The file size must be less than 5 MB.
    • Only one attachment is supported.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    • c:\My Documents\sample1.doc
    • ${HomeDirectory}\sample2.doc
    • http://demo3:8000/DocumentLib1/sample3.doc

    Remove From Disk
    Function:
    Specifies if you must remove the file from the storage when it is attached.
    Accepted Values:
    • True - Removes the file from storage.
    • False - Does not remove the file from storage.
    Default Value:
    True

    Parent Entity ID
    Function:
    Specifies the ID of the entity associated with your attachment.
    Accepted Values:
    A valid entity ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Note Title
    Function:
    Specifies your note title.
    Accepted Values:
    One line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Note Body
    Function:
    Specifies the content of your note.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  4. (Optional) To store the attachment ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Attachment ID in Custom Attribute or Schema.
    Field Name Definition

    Store the Response Attachment ID in Custom Attribute or Schema
    Function:
    Specifies the process data variable that contains your attachment ID.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

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Parent topic: Dynamics CRM

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Documentation Updated: December 3, 2015

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