Attach Document
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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 |
| SaveAnnotationIdTo | Save Annotation Id To |
| Source | Source |
Other Common Properties
All shapes have many other common properties. Look them up here: Common Poperties
Actions
See Actions