Target Repository Configuration (NetSuite) - Document Transfer

Specifies the target location for your files on NetSuite in the Document Transfer activity.

Screen



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.
  3. On the Target Repository screen, select your target location as NetSuite .
  4. Click Target Detail Configuration .

Fields

Field Name Definition

NetSuite

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

Add Token

Opens this Screen:
New NetSuite Access Token
Function of this Screen:
Configures a new access token for NetSuite.

Choose Folder Path

Function:
Specifies the name of the target folder.
Accepted Values:
The name of a folder in your repository.
Default Value:
None

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

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

Create New Folder Name

Function:
Specifies the name the process gives to the folder the process creates.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Overwrite If File Exists

Function:
Specifies if the activity replaces the file if it already exist with the same name at the specified target location.
Accepted Values:
  • Selected - The activity replaces the file if it exists with the same name at the target location.
  • Deselected - The activity saves the file with a different name.
Default Value:
Selected

Store the Response ID in this Variable

Function:
Specifies the process data variable that contains the response ID for the document transfer.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes