Download Attachment activity

An activity that downloads an attachment from a Salesforce entity to the file system on your AgilePoint Server machine.



Configure the Download Attachment activity

To configure the Download 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 Third-Party Integrations

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party products. 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.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.

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 Salesforce tab.
      2. On the Salesforce tab, drag the Download Attachment 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 Download Attachment .
  3. Complete the fields on the Download Attachment Configuration screen.

    For more information, refer to Download an Attachment from Salesforce.

  4. Click Target Configuration .
  5. On the Target Repository screen, select the target location for your file.
  6. (Optional) Click Advanced > E-mail Notifications .

    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

Download Attachment Configuration

Specifies information about your attachment to download.



Fields

Field Name Definition

Salesforce

Function:
Specifies the access token that connects to your Salesforce application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token

Opens this Screen:
Access Token for Salesforce
Function of this Screen:
Configure an access token to connect to Salesforce.

Attachment ID

Function:
Specifies the ID for your attachment.

The attachment ID comes from Salesforce. It tracks a Salesforce attachment.

Accepted Values:
A valid attachment ID.
Default Value:
None
Accepts Process Data Variables:
Yes

Store the Attachment ID in Schema Node

Function:
Specifies the process data variable that contains your attachment ID from Salesforce.
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

Target Repository

Selects the target storage repository type for your files.

Screen



Fields

Field Name Definition

Amazon S3

Function:
Specifies that Amazon S3 is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Amazon S3) - Download Attachment.

Box

Function:
Specifies that Box is your document target location.

To configure the target location for your file, complete the fields in

Target Repository Configuration (Box) - Download Attachment.

Dropbox

Function:
Specifies that Dropbox is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Dropbox) - Download Attachment.

FTP

Function:
Specifies that FTP is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (FTP) - Download Attachment.

Google Drive

Function:
Specifies that Google Drive is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Google Drive) - Download Attachment.

NetSuite

Function:
Specifies that NetSuite is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (NetSuite) - Download Attachment.

OneDrive

Function:
Specifies that OneDrive is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (OneDrive) - Download Attachment.

OneDrive For Business

Function:
Specifies that OneDrive for Business is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (OneDrive For Business) - Download Attachment.

Salesforce

Function:
Specifies that Salesforce is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Salesforce) - Download Attachment.

SFTP

Function:
Specifies that SFTP is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (SFTP) - Download Attachment.

SharePoint

Function:
Specifies that SharePoint is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (SharePoint) - Download Attachment.

File System

Function:
Specifies that a folder on your local machine is the target location for your file.

To select your file in the source location, complete the fields on Target Repository Configuration (Local File System) - Download Attachment.