Target Repository Configuration (NetSuite) - Microsoft Word

Specifies the target location for your output Microsoft Word or PDF file on NetSuite in the Microsoft Word 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 Microsoft Word 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