Add Attachment (Dynamics CRM) activity

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



Configure the Add Attachment activity

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

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

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.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a CRM Activity.

  2. Click Add Attachment Add Attachment icon.
  3. Complete the fields on the Add Attachment Configuration screen.

    For more information, refer to Add an Attachment to a Dynamics CRM Entity.

  4. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the basic information for a CRM activity.

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:
Refer to:

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 that represents a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Add Attachment

Specifies the information to add the attachment to an entity.



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

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.

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

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