Upload Attachment activity

An activity that uploads an attachment to a task in Asana.


Upload Attachment activity

Configure the Upload Attachment activity

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Asana tab.

    Open Asana tab
  3. On the Asana tab, drag the Upload Attachment activity onto your process.

    Drag Upload Attachment activity

General Configuration

Specifies the basic settings for the Upload Attachment activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

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

Source Repository

Specifies the original, or source, location type for your attachment files.

Figure: Source Repository screen

Source Repository screen

Fields

Field NameDefinition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is the source location for your files.

To select your file in the source location, complete the fields on Upload Attachment > Source Repository > Amazon S3.

Box Box icon

Function:
Specifies that Box is the source location for your files.

To select your file in the source location, complete the fields on Upload Attachment > Source Repository > Box.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is the source location for your files.

To select your file in the source location, complete the fields on Upload Attachment > Source Repository > Dropbox.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the source location for your files.

To select your file in the source location, complete the fields on Upload Attachment > Source Repository > File System.

FTP FTP icon

Function:
Specifies that FTP is the source location for your files.

To select your file in the source location, complete the fields on Upload Attachment > Source Repository > FTP.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is the source location for your files.

To select your file in the source location, complete the fields on Upload Attachment > Source Repository > Google Drive.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is the source location for your files.

To select your file in the source location, complete the fields on Upload Attachment > Source Repository > NetSuite.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is the source location for your files.

To select your file in the source location, complete the fields on Upload Attachment > Source Repository > OneDrive.

OneDrive for Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is the source location for your files.

To select your file in the source location, complete the fields on Upload Attachment > Source Repository > OneDrive For Business.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is the source location for your files.

To select your file in the source location, complete the fields on Upload Attachment > Source Repository > Salesforce.

SFTP SFTP icon

Function:
Specifies that SFTP is the source location for your files.

To select your file in the source location, complete the fields on Upload Attachment > Source Repository > SFTP.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is the source location for your files.

To select your file in the source location, complete the fields on Upload Attachment > Source Repository > SharePoint.

Upload Attachment Configuration

Specifies the information to upload the attachment to a task in Asana.

Figure: Upload Attachment Configuration screen

Upload Attachment Configuration screen

Fields

Field NameDefinition

Asana

Function:
Specifies the access token that connects to your Asana service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

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

Task ID

Function:
Specifies the ID of the Asana task in which to add the file as an attachment.
Accepted Values:
An integer that represents an Asana task ID.

The task ID comes from Asana.

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. 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?

Attachment ID

Function:
Specifies a process data variable to store the ID for the file attachment associated with the Asana task.

The attachment ID comes from Asana.

Accepted Values:
A process data variable that accepts a numeric 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. 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?

Download URL

Function:
Specifies a process data variable to store the absolute URL to download the attachment.

The download URL comes from Asana.

Accepted Values:
A process data variable that accepts a URL.
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. 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?