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.

Examples

(Example) How to Get the Access Token Credentials from Salesforce

Good to Know

To send an e-mail notification, click Advanced > E-mail Notifications .
For more information, refer to Configure E-mail Notifications for Any Activity.
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?
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?

How to Start

On the Application Explorer screen, do one of these:
- Open a Process.
- Create a Process.
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.

General Configuration

Specifies the basic settings for the Download Attachment activity.

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

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 Example: Refer to: (Example) How to Get the Access Token Credentials from Salesforce
Add Token	Opens this Screen: Access Token for Salesforce Function of this Screen: Configure an access token to connect to Salesforce. Example: Refer to: (Example) How to Get the Access Token Credentials from 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 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?
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 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?

Target Repository

Selects the target storage repository type for your files.

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.
File System	Function: Specifies that the file system on the AgilePoint Server machine is the target data source location for the file. To select your file in the source location, complete the fields on Target Repository Configuration (File System) - 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.