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Generate and Store Document and Upsert workflow actions
Dear All

We are all using TeamDesk and its various Workflow actions : create / update/ delete/ email alerts / navigate, call URL, mobile... They are great.

It would be great if we could have two/three more:
1) Generate and store a file from a text field
for instance: you have some text data. You want to create a file.
Now you can do it thanks to Slava expert tips.
But it is a bit complex and the value is updated with a delay (after the following actions), which prevent you to use the result in a series of actions

2) Generate and store a file from a Teamdesk document:
you have a record
you have a TeamDesk document
you want a file that you can store or use in a third party API
You can store such a document into a field attachment (again thanks to Slava) - but this occurs with a delay, which prevent you to use the result in a series of actions

3) upsert
we have create, delete, update... Could we have upsert, which we have in the API call ?

Kind regards,

Pierre


ID
1533
Category
Integration/API
Author

Pierre
Date Created
6/14/2022 2:36:37 PM
Date Updated
6/14/2022 2:36:37 PM
Status
New Idea
Score
30
Promoted By
Patricio BustosHeather ClemonsPierre
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