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Attach to Record Option when Document Created
A number of customers have requested the ability to attach a document to a record as part of the document generation process. Currently you have to generate the doc then Save then attach to the record.

Scott Miller
Date Created
6/9/2016 9:45:43 AM
Date Updated
8/31/2017 12:58:05 PM
New Idea
Promoted By
Dom HighamAdrian ThompsonBin Xia Zhang
Patricio BustosDale Olivermartin oliver
Philipp Matuschka (MMB)Traci PayneAndrew Winters
Scott Miller
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:

"{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?

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
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