Articles
Generate Document
Purpose Generate document based on a report template. See Document Generation Templates. Configuration This activity will create a document based on the settings below. The document is stored in Documents Library under Generated Section. ...
Export To
Purpose Export data from a report. Configuration This activity creates a document based on the settings below. The document is stored in Documents Library under Documents Section. Setting Description Report The report which co...
FTP Fetch
Purpose Fetch a file from a remote server via FTP. Configuration Setting Description URL Path of FTP server and file name. The URL protocol must be 'ftp' or 'sftp'. Credentials The credentials to use when fetching the file. ...
FTP Put
Purpose To be able to schedule the generation of a report that is uploaded to a ftp server The exported filename can be customised in the URL setting of the activity. For example: FILENAME_YYYYMMDD.csv, where the date is appended each day to the...
Import Spreadsheet
This workflow activity is used to import an excel or CSV file into an object. Purpose Import data from spreadsheet. Configuration Setting Description Import Configuration Configuration used to do spreadsheet import. Import File ...
Notify
Prior to using this activity, a notification provider must be setup. See SMS Notifications Purpose Send SMS notifications to a list of people Configuration Setting Description People A list of people to send the message to. ...
API Callout
This is a task that requires technical skills. The following is necessary to consume an API : API documentation An API account (unless it is a public service that has no authentication) Step 1: Configuring an API Callout The API documentati...