TeamDesk Knowledge Base & Support

Philipp Matuschka (MMB) 6/15/2016 6:59:13 AM

I think this is an absolute essential addition. If either the document layout or the data changes after the generation, then this would be the only way to have a reliable record of what was actually created.

Slava Shinderov  Staff  7/25/2017 7:46:40 AM

@All system allows generation of a document via TeamDesk REST API. Please check page 18 for details.
Also, there is a "secret" functionality which allows "assignment" of a Formula-URL to File Attachment column in Create/Update workflow action.
So, you'll be able to create details record(s) or update existing record automatically.

Scott Miller 7/27/2017 3:01:22 AM

@Slava that's brilliant, thank you

Jorge Solá 8/4/2017 9:46:50 PM

Sorry, Slava, can you please explain a bit more?

I created a Formula-URL column with the formula:

"https://www.teamdesk.net/secure/api/v2/{appid}/{table}/{document}/document?id=" & RecordId()

where I substitute the parameters for their values. The formula seems to be correct because when I click on the Formula-URL column it automatically generates the proper document.

But when I do the assignment of the Formula-URL to a File Attachment column in a workflow action, I get an error: Error in 'New Record Update' action: The remote server returned an error: (401) Unauthorized.

Why is this happening & how can I correct it?

Slava Shinderov  Staff  8/5/2017 1:28:43 AM

@Jorge please incorporate REST API authorization token into your API call URL.

Jorge Solá 8/5/2017 12:45:24 PM

Thanks, now it worked!

Philipp (JFDI/Teamdesk) 8/31/2017 12:44:00 PM

Hi Slava

Can this be done from a Call URL Action or only from a formula column?

Thanks

Slava Shinderov  Staff  8/31/2017 12:56:56 PM

@Philipp in order to make it work, you'll need to use Create/Update workflow action "assignment" of a Formula-URL to File Attachment column.

Philipp (JFDI/Teamdesk) 8/31/2017 12:58:05 PM

Thank you