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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.
ID
1021
Category
TeamDesk
Author

Scott Miller
Date Created
6/9/2016 9:45:43 AM
Date Updated
8/31/2017 12:58:05 PM
Status
New Idea
Score
90
Promoted By
Adrian ThompsonBin Xia ZhangPatricio Bustos
Dale Olivermartin oliverPhilipp Matuschka
Traci PayneAndrew WintersScott Miller
Comments
Philipp Matuschka 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
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