Since 600.0801 there are general actions you could do with files called “fileactions”, I will use in any necessary block. For example the new PDFMaker Integration use this to select what should happen with the result file.
This option request some configurations
Document title | The title of the Documents Record |
Document Description | (optionally) You could set the Description field |
Folder | Choose to which folder this file should assigned |
execute this workflow with the new Document | You could directly execute a workflow for this new Document |
create relationship to the used record | Should the new Document create a Relationship to the records you used to create the Document |
Should be easy to understandable. This option will stop the workflow and direct download the file. No task will be executed in this workflow.
This option implements the new filestore You only need to set the ID of the file inside the FileStore for later reference.