Upload Document activity

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 description for your activity.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

No

Connection Timeout (Seconds)

Function:

Specifies the number of seconds permitted to complete an action before the connection stops.

Accepted Values:

An integer that represents a number of seconds.

Default Value:

600

Accepts Process Data Variables:

No

Salesforce

Function:

Specifies the access token that connects to your Salesforce 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 Salesforce Access Token

Function of this Screen:

Configures a new access token for Salesforce.

Document Name

Function:

Specifies the name of the document you want to show in Salesforce.

Accepted Values:

A valid document name.

Default Value:

None

Accepts Process Data Variables:

Yes

Document Description

Function:

A description of your document.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

Yes

Document File Path

Function:

Specifies the absolute path and file name of your document.

Accepted Values:

An absolute path and document name on the AgilePoint Server or SharePoint Server.

Note:

• The size limit for any document you upload is 5 MB.
• You can only upload one document.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

• c:\My Documents\sample1.doc
• ${HomeDirectory}\sample2.doc
• http://demo3:8000/DocumentLib1/sample3.doc

Select Folder

Function:

Specifies the Salesforce folder name from the list.

Accepted Values:

A valid Salesforce folder.

Default Value:

None

When you select the Salesforce access token, the folder name shows in the Select Folder field.

Accepts Process Data Variables:

Yes

Folder ID

Function:

Specifies the ID of the folder from Salesforce that contains the document.

Accepted Values:

A valid Salesforce folder ID.

Default Value:

None

When you select the folder, the folder ID shows in the Folder ID field.

Accepts Process Data Variables:

Yes

Store the Document ID in Schema Node

Function:

Specifies the process data variable that contains the document ID.

Accepted Values:

A process data variable.

Default Value:

None

Accepts Process Data Variables:

Yes