Attach Document

This activity creates an attachment or attachments ( annotation s) in a CRM entity.

The file or files to be attached must be accessible from the Process Engine server. The file must be located either in a local disk or UNC path and the user of the application pool user of AgilePoint Server must have access to this path.

Note: It is best practice not to attach files to entities as CRM is not the best place for document management. Rather, files should be stored in SharePoint in associated libraries.

Navigation

In AgilePoint Envision, open a process template.
Navigate to the XRM Automatic Activities 2011 or XRM Automatic Activities 4 stencil.
On the XRM Automatic Activities 2011 or XRM Automatic Activities 4 stencil, drag the Attach Document AgileShape, and drop it on the process template.
To view the entire list of properties, in the Design Tasks pane, click Show Properties.

Properties for This AgileShape

Field Name	Definition
EntityId	Definition: Default value: ${CrmBeId} This should be the ID of the desired entity record. This value is usually a dynamic value.
EntityName	Definition: Default value: Current Main Entity Select the entity type. This can be a static or dynamic value
FilePath	Definition: The full path to the local file or files (using wildcards) on the Process Server or a UNC path. This can be a dynamic value or contain dynamic values: e.g. C:\${DirectoryName}\${FileName} or \\server\sharedir\${filename2} or C:\myDir\*.docx The Process Server (AgilePoint Server) Application Pool Identity must have Read permission on the file(s)
RemoveFileFromDisk	Definition: If set to True, the file or files are deleted from disk after being attached to the Entity. For this to work the Process Server (AgilePoint Server) Application Pool Identity should have Delete permission on the file(s)

Common AgilePart Properties

This AgilePart inherits the following common properties. For more information, see AgilePart - Common Setup. Note that only the relevant properties are available in AgilePoint Envision. Unneeded properties are hidden.

Name, (UID), Description, Debug, Audit Level, SessionMode, Wait All Incoming, AssemblyName, ClassName, Method, Optimizing, Activity Entry Message (Email), Task Completed Message (Email), ConfigureAttachments, Reference URL, ExceptionHandlerScope, SaveErrorMessageTo, SaveStatusTo, Configure Yammer Credentials, Retries, HandleException

BPMN Properties

Each AgileShape includes a set of BPMN properties. For more information, see Adding or Modifying BPMN Properties for an AgileShape.

Common AgilePart Tasks

Collapse/Expand Shape

Right-clicking the shape brings up the Collapse menu action. Clicking it collapses the shape to a small circle. Right-clicking a collapsed shape shows the Expand menu item, restoring the shape to its original form.

Use Collapse shape to minimize the visual effect of steps in the process which are not of any interest to the Business User.

Add/Remove Timer

Right-clicking the shape brings up the Add Timer menu action. Clicking it adds a timer to the shape, allowing the process modeler to add an alternative route out of the shape when the configured Time Span times out.

Right-clicking a shape with a Timer shows a Remove Timer menu action, which would remove the timer from the shape.