Document Transfer activity

An activity that moves files and folders from one storage location to a different location.


Document Transfer activity

Configure the Document Transfer activity

To configure the Document Transfer activity, do the procedure in this topic.

Examples

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 Document tab.

    Document tab
  3. On the Document tab, drag the Document Transfer activity onto your process.

    Document Transfer activity

Procedure

  1. Complete the fields on the General Configuration screen.

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

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

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

General Configuration

Specifies the basic settings for the Document Transfer activity.

Figure: General Configuration screen

General Configuration 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:
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 files.

Figure: Source Repository screen

Source Repository screen

Fields

Field Name Definition

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 Document Transfer > 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 Document Transfer > Source Repository > Box.

Example:
Refer to:

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 Document Transfer > Source Repository > Dropbox.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the data source for the file.

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

Target Repository

Selects the target storage repository type for your files.

Figure: Target Repository screen

Target Repository screen

Fields

Field Name Definition

Amazon S3 Amazon S3 icon

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

To configure the target location for your file, complete the fields in Document Transfer > Target Repository > Amazon S3.

Box Box icon

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

To configure the target location for your file, complete the fields in Document Transfer > Target Repository > Box.

Dropbox Dropbox icon

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

To configure the target location for your file, complete the fields in Document Transfer > Target Repository > Dropbox.

Example:
Refer to:

File System File System icon

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 Document Transfer > Target Repository > File System.

FTP FTP icon

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

To configure the target location for your file, complete the fields in Document Transfer > Target Repository > FTP.

Google Drive Google Drive icon

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

To configure the target location for your file, complete the fields in Document Transfer > Target Repository > Google Drive.

NetSuite NetSuite icon

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

To configure the target location for your file, complete the fields in Document Transfer > Target Repository > NetSuite.

OneDrive OneDrive icon

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

To configure the target location for your file, complete the fields in Document Transfer > Target Repository > OneDrive.

OneDrive for Business OneDrive For Business icon

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

To configure the target location for your file, complete the fields in Document Transfer > Target Repository > OneDrive for Business.

Salesforce Salesforce icon

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

To configure the target location for your file, complete the fields in Document Transfer > Target Repository > Salesforce.

SFTP SFTP icon

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

To configure the target location for your file, complete the fields in Document Transfer > Target Repository > SFTP.

SharePoint SharePoint icon

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

To configure the target location for your file, complete the fields in Document Transfer > Target Repository > SharePoint.