Document Repository for NetSuite

Creates a document repository for NetSuite. You can use this document repository in any File Upload form control in a specified app.

Figure: NetSuite Create Document Repository screen

NetSuite Create Document Repository screen

Background and Setup

Examples

Prerequisites

Good to Know

  • The information in this section applies to document repositories for the File Upload form control.

    To create a document repository for a process activity, refer to Process Activities.

  • This screen may look different in different places. The UI varies for this screen depending upon how you open it. However, the fields for this screen are the same in all places.
  • Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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?

Fields

Field NameDefinition

Name

Function:
The name of the target repository.
Accepted Values:
One line of text (a string) with no spaces.
Default Value:
None
Example:
Refer to:

Access Token

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

Add New Add New icon

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

Folder

Function:
Specifies the path of the folder.
Accepted Values:
  • Choose Folder Path - Specifies an absolute path for the folder.
  • Dynamic Folder Path - Specifies a process data variable that stores the relative path of the folder.
Default Value:
Choose Folder Path.
Accepts Process Data Variables:
Yes
Example:
  • ${HomeDirectory}\sample2.doc
  • MyFolder1/Sample3.doc

Also refer to:

New Folder

Function:
Specifies the name of the folder to create in the repository.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Overwrite The File

Function:
Specifies if the activity replaces the file if it already exist with the same name at the specified target location.
Accepted Values:
  • Deselected - The activity saves the file with a different name.
  • Selected - The activity replaces the file if it exists with the same name at the target location.
Default Value:
Selected