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AgileXRM Documentation

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Attach Document

Attach Document

This activity creates an attachment or attachments (annotations) in a CRM entity from other systems.

The source file or files to be attached to CRM entity can be any AgilePoint NX Global Access Token. Global Access Token must be created previously in AgilePoint NX administration portal.

Shape-Specific Properties

Document Destination (CRM Entity)  
Property Description
EntityId Entity Id
EntityName Entity Name
ExecuteAsync Execute Async
SaveAnnotationIdTo Save Annotation Id To
Document Source  
Property Description
Source Source

Other Common Properties

All shapes have many other common properties. Look them up here: Common Poperties

Actions

See Actions