Activity Documentation screen

Configures and shows the activity documentation.

Background and Setup

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. On the Process Builder screen, on any activity, click Activity Settings Activity Settings icon > Activity Documentation.

    Click Activity Documentation

Activity Documentation > Attachments tab

Shows a list of attached files added for the activity documentation.

Figure: Activity Documentation > Attachments tab

Activity Documentation Attachments tab

Fields

Field NameDefinition

Show At Runtime

Description:
Specifies whether to show the attached file at runtime.
Allowed Values:
Default Value:
Deselected

Display Name

Description:
Shows the display names for the attached files for the activity documentation.
Allowed Values:
Read only.

File Name

Description:
Shows the list of attached files for the activity documentation.
Allowed Values:
Read only.

Add Attachment

Opens this Screen:
Add Attachment screen
Description:
Adds a file attachment to use in activity documentation.

Download Download icon

Description:
Downloads the attached file to your local machine.

Edit Edit icon

Description:
Changes the attached file.

Attached files can only be changed in Process Builder.

Delete Delete icon

Description:
Deletes the attached file from the list.

Attached files can only be deleted in Process Builder.