File Actions

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.

Store in Documents Module

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

direct download File

Should be easy to understandable. This option will stop the workflow and direct download the file. No task will be executed in this workflow.

Store in Filestore

This option implements the new filestore You only need to set the ID of the file inside the FileStore for later reference.

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