Add Attachment (Dynamics CRM) activity

An activity that adds an attachment to an entity in Dynamics CRM.


Add Attachment activity

Configure the Add Attachment activity

To configure the Add Attachment activity, do the procedure in this topic.

Examples

Good to Know

How to Start

  1. On the Application Explorer screen, 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 Dynamics CRM icon tab.
      2. On the Dynamics CRM Dynamics CRM icon tab, drag the Add Attachment (Dynamics CRM) Add Attachment icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Add Attachment activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field Name Definition

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
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description
Function:
Specifies an optional text 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, representing a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Add Attachment

Specifies the information to add the attachment to an entity.

Figure: Add Attachment Configuration screen

Add Attachment Configuration screen

Fields

Field Name Definition

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
Example:
Refer to:

Add Token Add Token icon
Opens this Screen:
Access Token for Microsoft Dynamics CRM
Function of this Screen:
Configure an access token to connect to Dynamics CRM.
Example:
Refer to:

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 record internal ID.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Note Title
Function:
Specifies your note title.
Accepted Values:
One line of text that can have spaces.
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 that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?