Add Attachment (Dynamics CRM) activity

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Description

Function:

Specifies an optional description for your activity.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

No

Connection Timeout (Seconds)

Function:

Specifies the number of seconds permitted to complete an action before the connection stops.

Accepted Values:

An integer that represents a number of seconds.

Default Value:

600

Accepts Process Data Variables:

No

Dynamics CRM

Function:

Specifies the access token that connects to your Dynamics CRM application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Add Token

Opens this Screen:

New Dynamics CRM Access Token

Function of this Screen:

Configures a new access token for Dynamics CRM.

Entity Name

Function:

Specifies the name for your entity.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

When you select the Dynamics CRM access token, the name of the entity shows in the Entity Name field.

Accepts Process Data Variables:

No

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

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