This Specification Macro Task creates a New Attachment in SalesForce.
Property Name | Description |
---|---|
Title | Changes the Title (not the name) of the task. |
File Name | The Full File Path to the file including the file name and extension. |
Entity ID | The Id of the entity (Account, Contact etc) to which the Attachment will be linked. |
Custom Data | Data for custom fields in the format CustField1=Custvalue1|CustField2=CustValue2 (Not Required). For custom fields, created in SalesForce, the end of the field name is to be suffixed with __c. For example: DateAdded__c=value Note - there are two underscores before the c. |
Return Constant | The name of the Constant that the new Attachment ID will be posted to. |
When this Task is added the properties are static. To be able to build rules on a static properties see How To: Change A Static Property To A Dynamic Property.
Property Name | Example Rule | Example Result | Meaning |
---|---|---|---|
File Name | "C:\MyDocuments\Images\TeamPicture.jpg" | C:\MyDocuments\Images\TeamPicture.jpg | This is the Full File Path for the file you want to attach to the Entity including file name and extension. |
Entity ID | "0011t000003krq7AAA" | 0011t000003krq7AAA | This is the ID number for the Entity that you want to attach the file to. |
Custom Data | "Version__c=2" | Version__c=2 | This will populate the custom field Version with 2. Custom field suffix Please see the caution for the Custom Data property in the Properties table above, regarding using a suffix for Custom Fields. |
Reporting Constant | "DWConstantCreateNewAttachmentReport" | DWConstantCreateNewAttachmentReport | This is the name of the Constant that the Task will report back to with the newly created Id for the Attachment that has just been added to the Entity. |
This task has different types of Outputs. For more information about Outputs see Specification Macros Task Node.
Outputs are only available within Specification Macros. Currently Outputs are not available for Specification Flow.
This task supports Status Outputs. These can be used to perform different actions depending on what the status outcome of the task is. For more information see Status Outputs in the Task Node Outputs section of Specification Macros Task Node.
The status output navigation is as follows:
Success
Success with Warnings
Failed (one of the following occurred)
Record ID - the task will return the Record ID of the entity that has been created or updated.