Cherwell: Upload Attachment
Description
Use to upload a file to a Cherwell Business Object using the Public ID or RecID.
Configurations
Step name: Specify a unique name for the step.
| CONNECTION | |
|---|---|
| Field name | Description |
| URL | Specify URL to access Cherwell. The field is mandatory. |
| Username | Specify the Cherwell username. The field is mandatory. |
| Password | |
| Accept value as variable/static | Specify or select the password, as required. If the Accept Value as variable/static checkbox is selected, then the password field appears as a text box and accepts static or variable values. OR If the Accept Value as variable/static checkbox is clear, then the password field appears as a dropdown in which you can select a field from the previous steps. |
| Client ID | Specify a Cherwell Client ID. The Client ID is used to communicate with the Cherwell instance. The field is mandatory. Note: CSM Administrator (Orange client) and CSM client (Blue client) tools can be installed for administration and development purposes. Generate a Cherwell client ID from Orange Client using the navigation, CSM Administrator tool → Security → REST API client. |
| Test Connection | Click to verify if the connection is available or not. If no values are provided or some values are missing, then it will display the validation error message. For verification purpose, the fields coming from previous steps are not allowed since field values can only be accessed when workflow is in Running state. Static values and environment variables are allowed. |
| INPUT tab: | Input Fields |
| Form Name | Specify the Cherwell form name from which the record details will be fetched. The field is mandatory. |
| Get Forms | Click to populate the forms of the connected Cherwell Server depending on access or permissions of the user. If any required field values are missing, then it will display validation error message. Select a form to populate the Form Name field. |
| Business Object Public ID/RecID | Select the Cherwell Business Object PublicID or RecID. The field is mandatory. |
| File | Specify a file path to be uploaded or use Browse File... to browse for the file you want to upload to Cherwell. Alternatively, when the filename is coming from an input stream, you may select the field containing the filename from the list. |
| Browse File... | Click to select the file you want to upload. |