Import Application Resources screen

Uploads a file from your local machine, and adds it as the application resources in App Builder, so the file can be used as an attachment for activity documentation.

Figure: Import Application Resources screen

Import App Resources screen

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
  3. On the Activity Documentation screen, click the Attachments tab.

    Click Attachments Tab
  4. On the Attachments tab, click Add Attachment.

    Click Add Attachment
  5. On the Add Attachment screen, click Add New Attachment.

    Click Add New Attachment

Fields

Field NameDefinition

File Name

Description:
Specifies the name that shows for the file you import to the app.
Allowed Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None

Description

Description:
Specifies an optional text description for the file.
Allowed Values:
More than one line of text.
Default Value:
None

Import File

Description:
Specifies a file to upload to your app.
Allowed Values:
A file from your local machine.

Click the Select File button to select a file from your local machine.

The file can be one of these types:

  • .pdf
  • .doc
  • .docx
  • .txt
  • .xls
  • .xlsx
  • .zip
  • .png
  • .jpg
  • .jpeg
  • .bmp
  • .gif
  • .tiff