Document Transfer activity

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



Configure the Document Transfer activity

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

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Document tab.
      2. On the Document tab, drag the Document Transfer activity onto your process.
    • Change an activity:
      1. In your process, double-click your 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 .
  3. On the Source Repository screen, select the source location for your file.
  4. Click Target Configuration .
  5. On the Target Repository screen, select the target location for your file.
  6. (Optional) Click Advanced > E-mail Notifications .

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

General Configuration

Specifies the common information for a system activity.

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

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.

Screen



Fields

Field Name Definition

Amazon S3

Function:
Specifies that Amazon S3 is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Amazon S3) - Document Transfer.

Box

Function:
Specifies that Box is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Box) - Document Transfer.

Dropbox

Function:
Specifies that Dropbox is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Dropbox) - Document Transfer.

FTP

Function:
Specifies that FTP is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (FTP) - Document Transfer.

Google Drive

Function:
Specifies that Google Drive is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Google Drive) - Document Transfer.

NetSuite

Function:
Specifies that NetSuite is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (NetSuite) - Document Transfer.

OneDrive

Function:
Specifies that OneDrive is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (OneDrive) - Document Transfer.

OneDrive For Business

Function:
Specifies that OneDrive for Business is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (OneDrive For Business) - Document Transfer.

Salesforce

Function:
Specifies that Salesforce is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Salesforce) - Document Transfer.

SFTP

Function:
Specifies that SFTP is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (SFTP) - Document Transfer.

SharePoint

Function:
Specifies that SharePoint is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (SharePoint) - Document Transfer.

File System

Function:
Specifies that a folder on your local machine is the source location of your file.

To select your file in the source location, complete the fields on Source Repository Configuration (Local File System) - Document Transfer.

Target Repository

Selects the target storage repository type for your files.

Screen



Fields

Field Name Definition

Amazon S3

Function:
Specifies that Amazon S3 is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Amazon S3) - Document Transfer.

Box

Function:
Specifies that Box is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Box) - Document Transfer.

Dropbox

Function:
Specifies that Dropbox is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Dropbox) - Document Transfer.

FTP

Function:
Specifies that FTP is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (FTP) - Document Transfer.

Google Drive

Function:
Specifies that Google Drive is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Google Drive) - Document Transfer.

NetSuite

Function:
Specifies that NetSuite is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (NetSuite) - Document Transfer.

OneDrive

Function:
Specifies that OneDrive is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (OneDrive) - Document Transfer.

OneDrive For Business

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

To configure the target location for your file, complete the fields in Target Repository Configuration (OneDrive For Business) - Document Transfer.

Salesforce

Function:
Specifies that Salesforce is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Salesforce) - Document Transfer.

SFTP

Function:
Specifies that SFTP is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (SFTP) - Document Transfer.

SharePoint

Function:
Specifies that SharePoint is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (SharePoint) - Document Transfer.

File System

Function:
Specifies that a folder on your local machine is the target location for your file.

To select your file in the source location, complete the fields on Target Repository Configuration (Local File System) - Document Transfer.