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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

Create

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

Choose Folder Path

Function:

Specifies the name of the target folder.

Accepted Values:

The name of a folder in your repository.

Default Value:

None

Example:

• (Example) Create a Word Document and PDF File with Data from an App
• (Example) Configure a Document Transfer activity

Existing Folder ID

Function:

Specifies the ID of the folder the activity uses when the process runs.

Accepted Values:

A valid folder 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. 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?

Create New Folder

Function:

Specifies that a new folder is created for the file by the process.

Accepted Values:

• Deselected - The activity does not create a new folder.
• Selected - The activity creates a new folder.

Default Value:

Deselected

Accepts Process Data Variables:

No

Example:

• (Example) Create a Word Document and PDF File with Data from an App
• (Example) Configure a Document Transfer activity

Create New Folder Name

Function:

Specifies the name the process gives to the folder the process creates.

Accepted Values:

• One line of text that can have spaces.
• A process data variable.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

Refer to:

• (Example) Create a Word Document and PDF File with Data from an App
• (Example) Configure an Excel Write Activity
• (Example) Configure a Document Transfer activity