Add attachment/document into CRM Library. (2 replies)
Arline, to achieve this you need to:
Determing the File Exists
Use the FileExists formula to determine if the file exists or not.
You will need to build up the file path, so you will need to use a combination of string functions (Left, Mid, Format) & the BuildPath functions to do this.
Moving the File Into the Specified Folder
Use the File Task to do this.
Creating the Entry in the Library Entity
You must use the CRM connector to create a Library entry in the CRM database, where you would need to specify the Company ID for the linking.
Thanks
Thanks, this is great. I built the path up, saved it as a field (FileFullPathName) and then used FileExists(%FileFullPathName) to get a True/False value. Then I used a filter transform to filter out any records where the FileExists evaluated to False. Thank you!
I’m not sure if this is possible with IMAN so I’m asking for a little support here.
The goal is to file a PDF to CRM, but only if that PDF exists already in the CRM Library.
These are for price increase letters to customers. The file path is dynamic, so for a company called ADE, the file would be in the folder: E:\ACCPAC\CRMLibrary\A\ADE and it would be a PDF with a specific, consistent file name. EG:
COMPANYID_VENDORID_DATE.pdf
The PDF is created via PrintBoss, based on matching values in a database.