Add Attachment > Source Repository > SFTP

Specifies the original, or source, location for your files on SFTP in the Add Attachment (Salesforce) activity.

Figure: Source Repository Configuration screen (SFTP)

Source Repository Configuration screen SFTP

Good to Know

  • 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?

How to Start

Fields

Field Name Definition

SFTP

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

Create Add Token icon

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

File Path

Function:
Specifies the path of the file.
Accepted Values:
  • Choose File Path - Specifies an absolute path for the file.
  • Dynamic File Path - Specifies a process data variable that stores the path for the file.
Default Value:
Dynamic File Path
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?